Beverly B. Provost

FR FINANCIAL ADVISORS LLC

Coral Springs, FL 33067

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CRD#: 5740858

Professional summary

Beverly Blanton Provost, CFP®, who also goes by Beveryl Blanton Provost, is a registered financial advisor currently at FR FINANCIAL ADVISORS LLC located in Coral Springs, Florida.

Beverly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Beverly has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beveryl Blanton Provost

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.

FR FINANCIAL INSURANCE 5521 UNIVERSITY DRIVE, SUITE 104, CORAL SPRINGS, FL 33067 NON-INVESTMENT RELATED INSURANCE AGENT FOR THE SALE OF INSURANCE (FIXED LIFE, DISABILITY, LONG-TERM CARE, HEALTH AND/OR GROUP BENEFITS) AND FIXED ANNUITIES; 01/2016 TO PRESENT; 10 HRS/ MO WITH 10 HRS DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beverly Blanton Provost'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: 2012

Experience

Current

February 5, 2016 - Present

FR FINANCIAL ADVISORS LLC

Office #1: 5521 University Drive Suite 104, Coral Springs, FL 33067

RIA

CRD#: 135980

Coral Springs, FL

Past

November 4, 2010 - February 1, 2016

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

BOCA RATON, FL

Past

February 24, 2010 - February 1, 2016

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

BOCA RATON, FL

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".

FR FINANCIAL ADVISORS LLC

CRD#: 135980 / SEC#: 801-130330

RIA

Registered Investment Advisory firm - (5/24/2024 Approved)

Florida

Registered Investment Advisory firm - (6/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/10/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(2/5/2016)

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 66

Date: 11/1/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/23/2010

General Securities Representative Examination

Current Firm

FR FINANCIAL ADVISORS LLC

CRD#: 135980 / SEC#: 801-130330

RIA

Registered Investment Advisory firm - (5/24/2024 Approved)

Florida

Registered Investment Advisory firm - (6/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/10/2025 Terminated)

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Contact information

Main Address

5521 University Drive Suite 104, Coral Springs, FL 33067

Mailing Address

Phone number

(954) 755-0222

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

FR FINANCIAL ADVISORS LLC FORM ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	308
AUM (Assets Under Management)	$ 122,600,599

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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Beverly B. Provost

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beverly Blanton Provost's CRS (Customer Relationship Summary).

Certified licenses

Experience

FR FINANCIAL ADVISORS LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FR FINANCIAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2010

SIE

Date: 2/1/2016

Series 7

Date: 2/23/2010

Current Firm

FR FINANCIAL ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FR FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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