Macgregor Beatty (CRD# 7707616) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has 1 year of experience in the finance industry.
CRD# 6753755
Edward Jones
CRD# 6129945
Creative Planning
CRD# 5993258
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dimensional Fund Advisors | Austin, TX | Feb 2023 - Current | 1 |
| University Of Chicago | Chicago, IL | Mar 2020 - Dec 2022 | 2 |
| Jackson Hole Mountain Resort | Jackson, WY | Nov 2019 - Feb 2020 | < 1 |
| Frederick Mountain Group | Jackson, WY | Sep 2019 - Feb 2020 | < 1 |
| Teton Gravity Research | Wilson, WY | Jul 2019 - Dec 2019 | < 1 |
| Steamboat Ski Resort Company | Steamboat Springs, CO | Nov 2018 - Apr 2019 | < 1 |
| Zion National Park Lodge (xanterra) | Zion National Park, UT | Jul 2018 - Oct 2018 | < 1 |
| University Of Chicago | Chicago, IL | Sep 2017 - Jun 2018 | < 1 |
| Groton School | Groton, MA | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- TX
-
Total Assets Under Management749,622MILLIONS
-
Total Number of Accounts1,153ACCOUNTS
-
Average Account Value$650,149,588
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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