BS
BS

Beverly Greene Surles

37 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
250 advisors
Number of Clients
9,894 clients
Average Client Portfolio
$456K average
Assets Under Management
$4.5B

Fee Structure

Minimum Annual Fee:$200
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Location

513 Cobblestone Ct, Suite 2, Madison, MS, 39110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Beverly is a co-owner of B&L Investments, which is used to pay office expenses. She spends minimal time on this activity.

Employment History
Current Registrations
Stonex Advisors INC.
July 2016 - Present · 9 yrs 7 mos
Stonex Securities INC.Broker
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
Sterne Agee Asset Management, INC.
December 2007 - July 2016 · 8 yrs 7 mos
Sterne, Agee & Leach, INC.Broker
December 2007 - February 2010 · 2 yrs 2 mos
UBS Financial Services INC.
December 2000 - December 2007 · 7 yrs
UBS Financial Services INC.Broker
December 2000 - December 2007 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1988 - December 2000 · 12 yrs 2 mos
State Registrations11 states
ALFLKYLAMNMSNCORTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Beverly Greene Surles - Financial Advisor | TrueAdvisor