Beau Justin Handy
Investment adviser representative at Guidance Capital, Inc.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$449.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Private Client Services, LLCDec 2022 to now
- Guidance Capital, Inc.Oct 2022 to now
- Dmlo Wealth Planing, LLCOct 2022 to now
- Dynamic Market Advantage, LLCOct 2022 to now
- Money Concepts Advisory ServiceFeb 2012 to Nov 2022
- Money Concepts Capital Corp.Jan 2012 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Guidance Capital, Inc.
$449.8MAssets managed
759Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6015760
- Firm CRD
- 323541