Karine Beard, financial advisor Castle Rock CO
96 score

Karine Beard

CRD Number: 1021375
Current Firm: Wfg Advisors, LP

Karine Beard (CRD# 1021375) is an Investment Advisor Representative working at Wfg Advisors, LP in Castle Rock, CO and has over 17 years of experience in the finance industry. Karine Beard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wfg Investments Inc. Peoria, AZ Aug 2009 - Current 7
Associated Securities Corp Peoria, AZ Jan 2009 - Aug 2009 < 1
American General Financial Group Houston, TX Dec 2000 - Jan 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
Contact Info for Karine R. Beard
Phone Number: 972-661-8700
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,466
    MILLIONS
  • Total Number of Accounts
    9,918
    ACCOUNTS
  • Average Account Value
    $147,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • 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
96
Clean Record
This advisor has a clean track record with regulators.

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