Ann Beard, financial advisor Bowling Green KY
93 score

Ann Beard

CRD Number: 3057343
Current Firm: U.s. Bancorp Investments, Inc.

Ann Beard (CRD# 3057343) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Bowling Green, KY and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Bowling Green, KY Nov 2010 - Current 6
Hilliard Lyons Bowling Green, KY Jan 2004 - Nov 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 1998
Contact Info for Ann P. Beard
Phone Number: 800-888-4700
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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