Barron Dean Beal

CRD 4046616 · Captrust · Dallas, TX

IA Registered

Also appears in the source record as: Barry Beal

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Not registered in this capacity
Investment adviser registration: Active
Exams passed (7): Series 66Series 63Series 10Series 9Series 24Series 7Series 6
Registered states (1): Texas
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Captrust
Firm CRD: 175112
SEC number: 801-62193
Assets under management: $1.2T as of May 27, 2026
Website: www.linkedin.com/COMPANY/CAPTRUST ↗
Phone: 919-870-6822
Firm location: Raleigh, NC, 27609

Employment history (6)

From the source registration record · current first

CaptrustCurrent
Dallas, TX · IA capacity

Oct 11, 2021 → present
Covenant
IA capacity

May 7, 2012 → Nov 24, 2021
True North Advisors, LLC
IA capacity

Apr 15, 2010 → Apr 17, 2012
Bosc Inc.
IA capacity

Nov 20, 2006 → Jun 9, 2008
J. P. Morgan Securities Inc.
IA capacity

Sep 27, 2006 → Oct 16, 2006
Jpmorgan Securities Inc
IA capacity

Jun 26, 2002 → Sep 27, 2006

Source & corrections

Where this page comes from

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