LB

Larry E. Beeman

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CRD#: 1053731
LB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Larry Eugene Beeman was a registered financial professional .

Larry is a previously registered financial professional and started their career in finance in 1982. Larry had worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 8, 2010 - January 16, 2014

C & J WEALTH ADVISORS

RIA
CRD#: 133293
OAK RIDGE, TN
Past

February 22, 2005 - December 31, 2009

C & J WEALTH ADVISORS

RIA
CRD#: 133293
OAK RIDGE, TN
Past

March 24, 2004 - March 31, 2005

INVESTMENT PLANNING SERVICES, INC.

RIA
CRD#: 125913
OAK RIDGE, TN
Past

February 27, 1990 - December 31, 2009

SECURITIES AMERICA, INC.

BD
CRD#: 10205
OAK RIDGE, TN
Past

December 5, 1988 - March 5, 1990

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

April 24, 1987 - December 17, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

July 20, 1982 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

July 20, 1982 - May 12, 1987

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


C&
C & J WEALTH ADVISORS
C & J WEALTH ADVISORS | INVESTMENT PLANNING SERVICES | COULTER & JUSTUS WEALTH ADVISORS | COULTER & JUSTUS FINANCIAL SERVICES, LLC

CRD#: 133293 / SEC#: 801-63783

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Contact information


Main Address
9717 Cogdill Road Suite 202, Knoxville, TN 37932
Mailing Address
Phone number
(865) 481-0385
Established
Firm type
Fiscal year end
# of Employees
6

Regulatory assets under management


Total Number of Accounts996
AUM (Assets Under Management)$ 269,854,719

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


C & J WEALTH ADVISORS

CRD#: 133293

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