Kris Beaulieu

Financial Advisor at Clarity Financial Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Dallas-Fort Worth Metroplex

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Certified Financial Planner
    CFP Board

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • 2004 - Present

      Providing independent financial planning and investment advice including retirement and non-retirement investments, college savings, life insurance and long term care insurance. Registered branch office at 1200 Summit Ave, Suite 516 Ft. Worth, TX 76102 Clarity Financial Group is a branch of and securities offered through Securities America, Inc., member FINRA www.finra.org /SIPC www.sipc.org. Registered Representative of Securities America, Inc. Clarity Financial Group and Securities America are separate companies. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Pleae visit my website for additional information and disclosure. Show less

    • United States
    • Financial Services
    • Financial Advisor
      • Dec 2001 - Oct 2004

Education

  • Texas McCombs School of Business
    BBA, Finance
    1995 - 2000
  • Boston University
    Certificate in Financial Planning, Financial Planning and Services
    2013 - 2014

Community

You need to have a working account to view this content. Click here to join now