Val H. Beers

BEERS KIGHT FINANCIAL ADVISORS

COLUMBIA, SC 29205

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CRD#: 2406945

Professional summary

Val Hain Beers, CFP® is a registered financial advisor currently at BEERS KIGHT FINANCIAL ADVISORS, LLC located in Columbia, South Carolina.

Val is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Val has worked at 3 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Val Hain Beers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

March 13, 2012 - Present

BEERS KIGHT FINANCIAL ADVISORS, LLC

Office #1: 609 Sims Ave Suite 203, Columbia, SC 29205

RIA

CRD#: 160286

COLUMBIA, SC

Past

March 13, 2009 - March 8, 2012

BEERS FINANCIAL LLC

RIA

CRD#: 135846

COLUMBIA, SC

Past

October 13, 1993 - February 15, 1994

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEERS KIGHT FINANCIAL ADVISORS, LLC

CRD#: 160286 / SEC#: 801-73105

RIA

Registered Investment Advisory firm - (1/1/2012 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(3/13/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/21/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 10/7/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BEERS KIGHT FINANCIAL ADVISORS, LLC

CRD#: 160286 / SEC#: 801-73105

RIA

Registered Investment Advisory firm - (1/1/2012 Approved)

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Contact information

Main Address

3830 Forest Drive, Columbia, SC 29204

Mailing Address

Po Box 135, Columbia, SC 29202

Phone number

(803) 787-0003

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEERS KIGHT 2021 BROCHURE (3/26/2025)

BEERS KIGHT 2022 BROCHURE (3/26/2025)

BEERS KIGHT 2025 BROCHURE (3/26/2025)

BEERS KIGHT 2024 BROCHURE (3/26/2025)

BEERS KIGHT 2022 BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	290
AUM (Assets Under Management)	$ 180,754,966

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Val H. Beers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Val Hain Beers's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEERS KIGHT FINANCIAL ADVISORS, LLC

BEERS FINANCIAL LLC

THE VARIABLE ANNUITY MARKETING COMPANY

Primary Firm SEC Registration

BEERS KIGHT FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/1994

Series 6

Date: 10/7/1993

Current Firm

BEERS KIGHT FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEERS KIGHT FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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