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 Gavin

ADVISOR PERSONAL BIO

Gavin is an Associate in the Louisville office. His day-to-day responsibilities include researching and maintaining quantitative strategies and systems and implementing clients’ portfolio allocations. Prior to joining Cerity Partners, Gavin served as an Investment Intern at ARGI Financial Group, where he also spent time as an intern while studying at Indiana University. While in college, he also had an internship with Fidelity Investments.

ADVISOR PROFILE

FIRM INFORMATION

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

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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FEEDBACK

Feedback Policy

Gavin Quade Beauregard

Experience: 2 years / 3 firms

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