Roy P. Beyer

PRIORITY FINANCIAL ADVISORS

Frederick, MD

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CRD#: 2513462

Professional summary

Roy Paul Beyer is a registered financial advisor currently at PRIORITY FINANCIAL ADVISORS, LLC located in Frederick, Maryland.

Roy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Roy has worked at 4 firms and has passed the Series 65, Series 63 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.

SELF-EMPLOYED - 2614 S EVERLY DR, FREDERICK, MD 21701 - CONTRACT AND PLAY MUSIC @ PRIVATE EVENTS/VARIOUS INSURANCE - OWNER/AGENT - NOT INVESTMENT-RELATED - 1980 TO PRESENT - HRS PER MTH: 55 TRADING HRS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roy Paul Beyer's 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®

None

Experience

Current

April 5, 2007 - Present

PRIORITY FINANCIAL ADVISORS, LLC

RIA

CRD#: 143405

Frederick, MD

Past

February 28, 2007 - August 22, 2011

CAPWEST SECURITIES, INC.

CRD#: 30002

FREDERICK, MD

Past

June 15, 2006 - February 20, 2007

UNITED SECURITIES ALLIANCE, INC.

RIA

CRD#: 36487

FREDERICK, MD

Past

July 19, 1996 - February 20, 2007

UNITED SECURITIES ALLIANCE, INC.

CRD#: 36487

GREENWOOD VILLAGE, CO

Past

July 25, 1994 - July 31, 1996

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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

Maryland
(4/5/2007)

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: 6/14/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/22/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/22/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PRIORITY FINANCIAL ADVISORS, LLC

PRIORITY FINANCIAL ADVISORS, LLC | ROY BEYER INSURANCE | PRIORITY FINANICAL ADVISORS

CRD#: 143405 / SEC#:

Maryland

Registered Investment Advisory firm - (4/5/2007 Approved)

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Contact information

Main Address

Frederick, MD

Mailing Address

Phone number

(301) 668-6499

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	172
AUM (Assets Under Management)	$ 6,207,170

Red Flags

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

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Roy P. Beyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roy Paul Beyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIORITY FINANCIAL ADVISORS, LLC

CAPWEST SECURITIES, INC.

UNITED SECURITIES ALLIANCE, INC.

UNITED SECURITIES ALLIANCE, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/2006

Series 63

Date: 7/22/1994

Series 6

Date: 7/22/1994

Current Firm

PRIORITY FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRIORITY FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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