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Leslie L Beale

BPV CAPITAL MANAGEMENT, LLC·KNOXVILLE, Tennessee
Unclaimed Profile
9202 SOUTH NORTHSHORE DRIVE, KNOXVILLE, TN 37922CRD# 6144444Firm CRD# 151588
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About

Leslie L Beale is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with BPV CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
BPV CAPITAL MANAGEMENT, LLC
BPV CAPITAL MANAGEMENT, LLC
AUM
$400M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BPV CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6144444
Firm CRD# 151588
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Leslie L Beale offer?
Leslie L Beale specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Leslie L Beale's credentials?
Leslie L Beale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslie L Beale located?
Leslie L Beale is based in KNOXVILLE, Tennessee, working with BPV CAPITAL MANAGEMENT, LLC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Leslie L Beale charge for services?
Leslie L Beale's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BPV CAPITAL MANAGEMENT, LLC?
BPV CAPITAL MANAGEMENT, LLC has approximately 11 employees and manages $400M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KNOXVILLE
Clinton Louis Ward — GSV EQUITY HOLDINGS, LLCBarbara Catherine Mcnally — SSN ADVISORY, INC.Donna J Fain — ASSET PLANNING CORPORATIONJonathan Elmer Maas — SSN ADVISORY, INC.Yvonne M Marsh — MARSH WEALTH MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)BRENTWOOD (154)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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