TrueAdvisor
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KB
KB

Kurt Allen Beal

Mfs Institutional Advisors INC.
25 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Mfs Institutional Advisors INC.
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
10,260 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$111.8B

Fee Structure

Minimum Investment:$50M
Financial Planning:Investment management only

Location

111 Huntington Avenue, Boston, MA, 02199-7618

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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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Employment History
Current Registrations
Mfs Institutional Advisors INC.
August 2012 - Present · 13 yrs 6 mos
Mfs Fund Distributors, INC.
June 2012 - Present · 13 yrs 8 mos
Mfs Fund Distributors, INC.Broker
June 2012 - Present · 13 yrs 8 mos
Previous Registrations
Deam Investor Services, INC.Broker
October 2007 - May 2008 · 7 mos
Deutsche Investment Management Americas INC.
July 2003 - October 2011 · 8 yrs 3 mos
Dws Investments Distributors, INCBroker
October 2000 - May 2012 · 11 yrs 7 mos
State Registrations14 states
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Exams
No exam information available for this advisor.