Val Beers has been Co-Manager and Chief Compliance Officer of Beers Kight Financial Advisors since December 2011, is a control person of the firm and directly owns under 5% of it.
Beers Kight Financial Advisors, LLC is a Columbia, SC firm with $179M under management, 100 clients and 2 advisers in one office, as of its March 2026 filing.
Val Beers’ longest registration is the current one, 14 years at Beers Kight Financial Advisors since 2012. Before joining Beers Kight Financial Advisors in 2012, Val Beers was registered through Beers Financial LLC.
- – present · 14 yearsColumbia, SC · Adviser representative · Firm CRD 160286
- Beers Financial LLC– · 2 yearsColumbia, SC · Adviser representative · Firm CRD 135846
Investment adviser representative registrations
Val Beers is registered as an investment adviser representative in South Carolina, since March 2012.
- South CarolinaSince 13 March 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 November 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 October 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Val Hain Beers
- CRD
- 2406945
- Firm
- Beers Kight Financial Advisors · CRD 160286
- Role
- Co-Manager and Chief Compliance Officer
- Office
- 609 SIMS AVE, SUITE 203, Columbia, SC 29205
- Registration
- Investment adviser registration
- In the industry since
- March 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Val Beers work?
Val Beers has been Co-Manager and Chief Compliance Officer of Beers Kight Financial Advisors, LLC since December 2011, and is a control person of the firm.
Is Val Beers a financial advisor?
Yes. Val Beers has a current investment-adviser registration in South Carolina, through Beers Kight Financial Advisors since March 2012.
How many years of experience does Val Beers have?
Val Beers has 17 years in the financial industry, since March 2009, across 2 adviser firms.
What exams has Val Beers passed?
Val Beers has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in October 1993.
Where did Val Beers work before Beers Kight Financial Advisors?
Before Beers Kight Financial Advisors, Val Beers was registered through Beers Financial LLC, March 2009 to March 2012.
Where is Val Beers based?
Val Beers’ registered office is in Columbia, SC.
Is Val Beers registered with FINRA?
No. Val Beers has no current broker registration.
How can I verify Val Beers’ record?
Search CRD 2406945 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Val Beers’ full registration record.