Garold Beard, financial advisor Camano Island WA
39 score

Garold Beard

CRD Number: 1940200
Current Firm: Kms Financial Services, Inc.

Garold Beard (CRD# 1940200) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Camano Island, WA and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kms Financial Services, Inc. Seattle, WA Sep 2010 - Current 6
Beard Financial Group Camano Island, WA Feb 2002 - Current 14
Next Financial Securities Inc. Everett, WA Mar 2002 - Sep 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S65 NASAA Investment Advisors Law Examination Oct 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Employer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Garold W. Beard
Phone Number: [206]441-2885
Registered State(s):
  • AZ
  • CA
  • FL
  • WA
By the Numbers
  • Total Assets Under Management
    5,174
    MILLIONS
  • Total Number of Accounts
    24,587
    ACCOUNTS
  • Average Account Value
    $210,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
39

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