Robert Lavern Mcbeath
Professional Summary
Robert Lavern Mcbeath, who also goes by Robert L Mcbeath, Robert Lavern Mcbeath, is a registered financial advisor currently at MCBEATH FINANCIAL GROUP located in Normal, Illinois. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Robert has worked at 2 firms 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
Robert L Mcbeath, Robert Lavern Mcbeath
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Videos & Posts
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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.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
LANDMARK WEALTH MANAGEMENT, INC. | MCBEATH FINANCIAL GROUP
Contact Information
Main Address
203 Landmark Drive Suite A, Normal, IL 61761Phone Number
(309) 808-2224# of Employees
8SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
680AUM (Assets Under Management)
$287,030,866Similar Advisors
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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.
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Primary Firm SEC Registration
LANDMARK WEALTH MANAGEMENT, INC. | MCBEATH FINANCIAL GROUP
State Registrations and Notice Filings
(8/27/2020)
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
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 Robert Lavern Mcbeath's CRS (Customer Relationship Summary).
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