Barry
Kight

Beers Kight Financial Advisors, LLC

CRD#2982398
Investment Advisor
in Columbia, SC

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About this Advisor

Barry Kight is a financial advisor based in Columbia, South Carolina, working with Beers Kight Financial Advisors, LLC. Barry has previously held positions at Beers Kight Financial Advisors, LLC and Mcgregor & Co Cpas. Barry has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Barry is part of Beers Kight Financial Advisors, LLC, which operates out of Columbia, South Carolina. The firm has 2 employees and manages assets totaling $172.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Beers Kight Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3830 Forest Drive
Columbia, SC 29204

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Beers Kight Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$172,288,500

SC Average: $646,059,043
Total Number of Employees

2

SC Average: 13
Total Number of Accounts

272

SC Average: 661
Average Account Size

$633,414

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Barry Kight Work History

2012 - Present (12 years)

Beers Kight Financial Advisors, LLC

1971 - Present (53 years)

Mcgregor & Co Cpas

Disclosures

Please visit the SEC profile of Barry Kight 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 Beers Kight Financial Advisors, LLC

Val Beers
Columbia, SC
Barry Kight
Columbia, SC

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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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.

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