Unclaimed Profile

Barron Dean Beal

COVENANT MULTI-FAMILY OFFICES, LLC·SAN ANTONIO, Texas

Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66Clean record24 years registeredCOVENANT MULTI-FAMILY OFFICES, LLC

4372 N. LOOP 1604W, SAN ANTONIO, TX 78249CRD# 4046616Firm CRD# 152651

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barron Dean Beal · SAN ANTONIO, TX

Registration

CRD #4046616 · COVENANT MULTI-FAMILY OFFICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Oct 2021 – present

COVENANT

May 2012 – Nov 2021

DALLAS, TX

TRUE NORTH ADVISORS, LLC

Apr 2010 – Apr 2012

DALLAS, TX

BOSC INC.

Nov 2006 – Jun 2008

TULSA, OK

J. P. MORGAN SECURITIES INC.

Sep 2006 – Oct 2006

CHICAGO, IL

JPMORGAN SECURITIES INC

Jun 2002 – Sep 2006

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · June 26, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COVENANT MULTI-FAMILY OFFICES, LLC

CRD 152651 · SEC 801-71043

AUM

$2.1B

Regulatory assets under management

Employees

1,889 client accounts

Services offered by COVENANT MULTI-FAMILY OFFICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at COVENANT MULTI-FAMILY OFFICES, LLC →

Introduction

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Frequently Asked Questions

What services does Barron Dean Beal offer?

Barron Dean Beal specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Barron Dean Beal's credentials?

Barron Dean Beal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barron Dean Beal located?

Barron Dean Beal is based in SAN ANTONIO, Texas, working with COVENANT MULTI-FAMILY OFFICES, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Barron Dean Beal charge for services?

Barron Dean Beal's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COVENANT MULTI-FAMILY OFFICES, LLC?

COVENANT MULTI-FAMILY OFFICES, LLC has approximately 38 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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