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Jeffrey Michael Beamer

LACERTE CAPITAL ADVISERS, LLC·DALLAS, Texas
Clean recordLACERTE CAPITAL ADVISERS, LLC
2811 MCKINNEY AVENUE, DALLAS, TX 75204CRD# 1402644Firm CRD# 144945

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Beamer · DALLAS, TX
Registration
CRD #1402644 · LACERTE CAPITAL ADVISERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Michael Beamer is a registered financial advisor based in DALLAS, Texas, affiliated with LACERTE CAPITAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
LACERTE CAPITAL ADVISERS, LLC
LACERTE CAPITAL ADVISERS, LLC
AUM
$5M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LACERTE CAPITAL ADVISERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1402644
Firm CRD# 144945
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Michael Beamer offer?
Jeffrey Michael Beamer specializes in Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Jeffrey Michael Beamer's credentials?
Jeffrey Michael Beamer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Beamer located?
Jeffrey Michael Beamer is based in DALLAS, Texas, working with LACERTE CAPITAL ADVISERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Jeffrey Michael Beamer charge for services?
Jeffrey Michael Beamer'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 LACERTE CAPITAL ADVISERS, LLC?
LACERTE CAPITAL ADVISERS, LLC has approximately 3 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Philip R Lacerte
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Douglas Lawrence Wynn
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John Thornton Cooley
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