Raymond Beaird (CRD# 7340884) is an Investment Advisor Representative working at Stonepath Wealth Management in Cadiz, KY and has over 3 years of experience in the finance industry.
CRD# 58517
Robert W. Baird & Company Incorporated
CRD# 5040594
Edward Jones
CRD# 5833840
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonepath Wealth Management | Cadiz, KY | Apr 2024 - Current | < 1 |
| Christian County Sheriff Office | Hopkinsville, KY | Aug 2019 - Current | 4 |
| Packerland Brokerage Services | Appleton, WI | May 2021 - Apr 2024 | 2 |
| Bee Dog Services LLC | Cadiz, KY | Aug 2018 - Aug 2019 | 1 |
| City Of Hopkinsville | Hopkinsville, KY | Nov 1998 - Aug 2018 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- KY
-
Total Assets Under Management178MILLIONS
-
Total Number of Accounts965ACCOUNTS
-
Average Account Value$184,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, KY, MI, OH, TX
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