Beverly Clare Bankus
Investment adviser representative at Assuredpartners Investment Advisors
11 yearsExperience
1 stateRegistered in
$3.9BFirm assets
6 yearsFirm in business
Are you Beverly Clare Bankus? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Assuredpartners Investment AdvisorsJan 2023 to now
- Murray Securus Wealth ManagementJun 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Assuredpartners Investment Advisors
Legal name: Assuredpartners Investment Advisors, LLC
$3.9BAssets managed
2,159Clients
30Advisers
6 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
- 6588490
- Firm CRD
- 309550