Beverly S. Robinson
Professional summary
Beverly Sue Robinson, who also goes by Beverly Sue Chalfant, Beverly Chalfant, Beverly Sue Ezell, Beverly Ezell, Beverly Sue Robinson, Beverly W. Robinson, Beverly Sue Williams, is a registered financial advisor currently at AXION WEALTH ADVISORS located in Baton Rouge, Louisiana.
Beverly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Beverly has worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Beverly Sue Robinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 18, 2023 - Present
AXION WEALTH ADVISORS
February 1, 2023 - November 1, 2023
INTEGRATED WEALTH CONCEPTS LLC
January 31, 2021 - February 21, 2023
LAUREL WEALTH ADVISORS, INC.
February 27, 2014 - December 31, 2020
LAUREL WEALTH ADVISORS, INC.
March 17, 2010 - February 21, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
March 16, 2010 - February 21, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
April 25, 2007 - April 1, 2010
WELLS FARGO INVESTMENTS, LLC
April 20, 2007 - April 1, 2010
WELLS FARGO INVESTMENTS, LLC
July 12, 1999 - April 23, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
May 12, 1998 - April 23, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
July 10, 1996 - July 12, 1999
BA INVESTMENT SERVICES, INC.
January 4, 1994 - July 10, 1996
GRIFFIN FINANCIAL SERVICES
December 8, 1992 - December 14, 1993
LINCOLN FINANCIAL DISTRIBUTORS, INC.
May 19, 1992 - September 17, 1992
SUNAMERICA SECURITIES, INC.
August 14, 1990 - May 19, 1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/18/2023)
(11/13/2023)
Exams
Current Firm
AXION WEALTH ADVISORS
CRD#: 325396 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 49 |
| AUM (Assets Under Management) | $ 40,164,900 |
Red Flags
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