Beverly S. Resh
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.
Beverly Sue Resh, CFP® was a registered financial professional .
Beverly is a previously registered financial professional and started their career in finance in 1985. Beverly had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1994
Experience
June 8, 1998 - December 31, 2023
UNITED INVESTORS GROUP
July 8, 1994 - November 30, 1994
D.E. FREY & COMPANY, INC.
November 19, 1989 - October 6, 1993
OSAIC WEALTH, INC.
July 1, 1988 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
January 15, 1988 - June 16, 1988
FSC SECURITIES CORPORATION
September 17, 1986 - December 8, 1987
RESOURCE DEVELOPMENT INTERNATIONAL, LTD.
November 20, 1985 - September 12, 1986
INLAND SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
UNITED INVESTORS GROUP
CRD#: 123559 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 278 |
| AUM (Assets Under Management) | $ 6,452,816 |
Red Flags
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