Treze
Beasley

Lpl Financial LLC

CRD#2017795
Investment Advisor
in Florence, SC

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About this Advisor

Treze Beasley is a certified financial planner based out of Florence, South Carolina who has 9 years of industry experience. Beasley is currently employed by Lpl Financial LLC. Throughout their career, they have worked at First Southeast Investor Services, Inc, Sorrento Pacific Financial, LLC, Lpl and South Carolina Bank And Trust. Beasley maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina, South Carolina and Texas. Lpl Financial LLC is an advisory company that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It manages $368 billion in assets across its 1,688,501 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Lpl Financial LLC has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees typically depend on the type of services offered. However, fees charged by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

265 South Irby Street
Florence, SC 29501

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

SC Average: 13
Total Number of Accounts

1,688,501

SC Average: 661
Average Account Size

$217,956

SC Average: $977,396

Investment Advisory Services

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

Treze Beasley Work History

Treze has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Lpl

2014 - Present (10 years)

South Carolina Bank And Trust

2011 - 2014 (3 years)

First Southeast Investor Services, Inc

2011 - 2014 (3 years)

Sorrento Pacific Financial, LLC

*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 Treze Beasley 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
David Owen
Bellevue, WA
Diane Winner
Ann Arbor, MI
Scott Fritz
Exton, PA
Kelsey Odey
Denver, CO
Joseph Mastroianni
Venice, FL
Gregory Yuen
Aptos, CA
James Mullen
The Villages, FL

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.

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