Ann M. Healy
Professional summary
Ann M Healy, CFP®, who also goes by Ann Marie Healy, is a registered financial advisor currently at BEALE HEALY INVESTMENT ADVISORS INC located in Richmond, Virginia and OSAIC WEALTH, INC. located in Richmond, Virginia.
Ann is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1979. Ann has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ann M Healy's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1989
Experience
April 1, 2002 - Present
BEALE HEALY INVESTMENT ADVISORS INC
Office #1: 1802 Bayberry Court Suite 203, Richmond, VA 23226November 19, 1989 - Present
OSAIC WEALTH, INC.
Office #1: 1802 Bayberry Court Suite 305, Richmond, VA 23226February 4, 1988 - March 13, 1996
NEW ENGLAND SECURITIES
April 19, 1984 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
September 10, 1982 - April 26, 1984
INVESTORS SECURITY COMPANY, INC.
December 6, 1979 - August 30, 1982
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/15/2000)
(7/13/2016)
(11/4/1997)
(4/29/1998)
(10/12/1998)
(5/12/1998)
(11/6/1997)
(2/4/1999)
(6/4/1998)
(4/22/1999)
(4/21/1999)
(5/13/1998)
(5/13/1998)
(11/19/1989)
(10/7/1999)
(2/16/2001)
(10/18/1994)
(11/16/1998)
(11/5/1997)
(5/7/2001)
(11/19/1989)
(11/19/1989)
(2/9/2006)
(5/10/2000)
(9/13/2000)
(2/4/1999)
(10/12/1998)
(4/2/2003)
(5/31/2001)
(1/7/1999)
(11/19/1989)
(4/1/2002)
(5/13/1998)
(10/7/2016)
Exams
Series 1
Date: 11/27/1979
Registered Representative ExaminationFINRA
Current Firm
BEALE HEALY INVESTMENT ADVISORS INC
CRD#: 110969 / SEC#: 801-19563
Contact information
Regulatory assets under management
| Total Number of Accounts | 89 |
| AUM (Assets Under Management) | $ 76,189,492 |
Red Flags
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