Beau
Handy
Guidance Capital, Inc
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About this Advisor
Beau Handy is a certified financial planner who works in Louisville, Kentucky, with a total of 1 year of industry experience. Handy is currently employed by Guidance Capital, Inc. Over the course of their career, Handy has held roles at Money Concepts Capital Corp, Guidance Capital, Inc, Private Client Services, LLC, Dynamic Market Advantage, LLC and Money Concepts Advisory Service. Handy maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Kentucky. Guidance Capital, Inc is an advisory business that has its headquarters in Louisville, KY. It handles $251 million in assets across its 1,501 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,501 accounts, just 11% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. Fees charged by Guidance Capital, Inc likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Guidance Capital, Inc Brokerage Details
$250,647,194
9
1,501
$166,987
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Beau Handy Work History
Beau has been registered as a financial advisor for 1 years.*
Guidance Capital, Inc
Private Client Services, LLC
Dynamic Market Advantage, LLC
Money Concepts Capital Corp
Money Concepts Advisory Service
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Beau Handy 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 Guidance Capital, Inc
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.