Beverly
Hart-Meek

Fifth Third Securities, Inc

CRD#3246154
Investment Advisor
in Mount Vernon, IL

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About this Advisor

Beverly Hart-Meek is a financial advisor based in Mount Vernon, Illinois, working with Fifth Third Securities, Inc. Beverly has previously held a position at Fifth Third Securities. Beverly has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Illinois. Currently, Beverly is part of Fifth Third Securities, Inc, which operates out of Mount Vernon, Illinois. The firm has 1,117 offices and 1,228 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Fifth Third Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

2711 Broadway
Mount Vernon, IL 62864

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,982,892,401

IL Average: $2,106,341,625
Total Number of Employees

1,228

IL Average: 34
Total Number of Accounts

40,143

IL Average: 1,972
Average Account Size

$198,861

IL Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Beverly Hart-Meek Work History

2004 - Present (20 years)

Fifth Third Securities

Disclosures

Please visit the SEC profile of Beverly Hart-Meek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fifth Third Securities, Inc

Kerr-Ann Dempster
Denver, NC
Craig Brown
West Palm Beach, FL
Willie Mccaulley
Ormond Beach, FL
Joshua Suevel
Northbrook, IL
Daniel Stipanovich
Cincinnati, OH
Tracy White
New Lenox, IL
Thomas Stines
Knoxville, TN
Matthew Ward
Winter Garden, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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