Enid Levine Beal
Professional Summary
Enid Levine Beal, who also goes by Enid Beal, is a registered financial advisor currently at BEAL CONSULTING, INC. located in Boston, Massachusetts. Enid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Enid has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Enid Beal
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
31 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
BEAL CONSULTING, INC. | THE BEAL CONSULTING GROUP, INC.
Contact Information
Main Address
100 Sandwich Road, Plymouth, MA 02360Mailing Address
Po Box 1200, Plymouth, MA 02362Phone Number
(617) 737-1733# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
55AUM (Assets Under Management)
$44,927,518Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/19/2005)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Enid Levine Beal's CRS (Customer Relationship Summary).
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