Brett
Beavers
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Brett Beavers is a financial advisor who works in Frisco, Texas with 5 years of industry experience. Beavers is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, University Of Arkansas Department Of Athletics, Sowell Management Services, Crews & Associates, Inc, Pleasant Valley Property Owners Association, Pleasant Valley Property Owners Assocation, Little Rock Catholic High School For Boys, Orange Leaf Frozen Yogurt and University Of Arkansas. Beavers holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Tiaa-Cref Individual & Institutional Services, LLC is a firm operating out of New York, NY. The firm has offices in 136 locations and a total of 1,235 employees. It administers $31 billion in assets under management across its 76,892 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 76,892 accounts, 62% belong to high-net-worth individuals who have greater than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually are based on the type of services provided. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC can consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brett Beavers Work History
Brett has been registered as a financial advisor for 5 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
University Of Arkansas Department Of Athletics
Sowell Management Services
Crews & Associates, Inc
Pleasant Valley Property Owners Association
University Of Arkansas Department Of Athletics
University Of Arkansas Department Of Athletics
Pleasant Valley Property Owners Association
Pleasant Valley Property Owners Assocation
University Of Arkansas Department Of Athletics
University Of Arkansas
Orange Leaf Frozen Yogurt
Little Rock Catholic High School For Boys
*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 Brett Beavers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
