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CB

Cedric D. Bean

CEDRIC DEON BEAN ENTERPRISES
Phenix City, AL
Some features on this profile are disabled
CRD#: 6443852
CB

Professional summary

Cedric Deon Bean is a registered financial advisor currently at CEDRIC DEON BEAN ENTERPRISES LLC located in Phenix City, Alabama.

Cedric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Cedric has worked at 2 firms and has passed the Series 63, SIE 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 Cedric Deon Bean'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

January 25, 2021 - Present

CEDRIC DEON BEAN ENTERPRISES LLC

RIA
CRD#: 300216
Phenix City, AL
Past

July 5, 2019 - December 31, 2020

CEDRIC DEON BEAN ENTERPRISES LLC

RIA
CRD#: 300216
Phenix City, AL
Past

February 21, 2015 - November 16, 2018

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
Columbus, 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
Georgia
(1/25/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 3/7/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/21/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CD
CEDRIC DEON BEAN ENTERPRISES LLC
CDB CAPITAL | CEDRIC DEON BEAN ENTERPRISES LLC

CRD#: 300216 / SEC#:

Georgia
Registered Investment Advisory firm - (1/25/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1817 Samford Ave, Albany, GA 31707
Mailing Address
1711 A 18th Avenue, Phenix City, AL 36867
Phone number
(229) 894-7555
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

CEDRIC DEON BEAN ENTERPRISES LLC

CRD#: 300216Phenix City, AL

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