How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Beverly

ADVISOR PROFILE

Services Offered
Retirement Planning
Tax Planning
Investment Planning
Estate Planning
Life Transitions
Comprehensive Financial Planning

(1)Name of Business: Resource Management Associates of Raleigh Address: 210 West Millbrook Rd., Raleigh, NC, 27609, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/06/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I am a financial advisor assisting our branch manager, Susanna Robinson. Susanna is also the owner of Resource Management Associates of Raleigh.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Beverly Jean Kenyon

Experience: 20 years / 3 firms

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