Beverly S Nesbit

Financial advisor at Benjamin F. Edwards & Company, Incorporated

Last updated 2026-10-10

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Beverly S Nesbit is a financial advisor at Benjamin F. Edwards & Company, Incorporated, CRD 5490272. Licenses and exams on the registration: Series 66. IAPD registration began 2010-02-01.

Registration

CRD number
5490272
Registration status
Active
IAPD registration
2010-02-01
Industry Experience
16 years
Work Experience
17 years
States registered
IL, MO, TX

Licenses and exams

  • Series 66

Work history

  • 2009-05 to 2016-11 · Wells Fargo Advisors LLC · Hanover Park, IL
  • 2016-11 to 2018-09 · Wells Fargo Clearing Services, LLC · Hanover Park, IL
  • 2018-09 to Present · Benjamin F Edwards & Co · Geneva, IL

Current employment

SEC IAPD record for Beverly S Nesbit

Benjamin F. Edwards & Company, Incorporated

Regulatory AUM
$18,915,206,310
Registered advisors
518
Offices
222
Clients per advisor
63.8 (Moderate)
Average AUM per client
$572.2K (Low)
High-net-worth client ratio
0.7% (Low)

Benjamin F. Edwards & Company, Incorporated: advisors, services and reported ETF investments

About

Beverly S Nesbit is a financial advisor at Benjamin F. Edwards & Company, Inc., operating as Benjamin F. Edwards & Company, Incorporated. Reported securities licenses include Series 66. The latest record indicates 16 years of industry experience and 17 years of reported work history. Reported roles include Benjamin F Edwards & Co, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC.

Benjamin F. Edwards & Company, Incorporated's firm-level Form ADV reports 518 advisors across 222 offices; approximately 63.8 clients per advisor, average assets per client of $572,200, and regulatory AUM of $18.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Benjamin F. Edwards & Company, Incorporated on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Insurance Company or Agency

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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