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Beulah Ilene Messick

A2RESOURCES
Arvada, CO
·CRD# 7702359·3 years experience

Professional Summary

Beulah Ilene Messick, who also goes by Beulah Messick, is a registered financial advisor currently at A2RESOURCES LLC located in Arvada, Colorado. Beulah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Beulah has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Beulah Messick

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

3 years in the financial services industry

Current & Past Employments

A2RESOURCES LLC·CRD# 325114
RIA
Arvada, CO
April 27, 2023 - Present

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Current Firm

AL
A2RESOURCES LLC

A2RESOURCES LLC

CRD#: 325114
Colorado
Registered Investment Advisory firm - Colorado (4/27/2023 Approved)

Contact Information

Main Address

Arvada, CO

Phone Number

(719) 850-1946

# of Employees

1

Documents

Latest Form ADV

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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.

State of Colorado Non-investment-related 1313 Sherman Street, Denver, CO 80203 Accounting for state-level activities Controller 07/01/2021 180 hours per month 40 hours per week As Controller, duties consist of establishing and ensuring compliance with internal controls, administering the general ledger, administering the state's budget as it relates to the department, ensuring all financial reporting is completed fully, timely and accurately, overseeing cash management, receivables and inventory, overseeing payroll, payments and procurement, reviewing and signing contracts and grants, responding to all audit requests.

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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.
IAR
Colorado
(4/27/2023)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2023About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Beulah Ilene Messick's CRS (Customer Relationship Summary).

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