William Beard, financial advisor Devon PA

William Beard

CRD Number: 4323718
Current Firm: B Riley Wealth Management

William Beard (CRD# 4323718) is an Investment Advisor Representative working at B Riley Wealth Management in Devon, PA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
B. Riley Wealth Advisors, Inc. Memphis, TN Jul 2022 - Current < 1
B.riley Wealth Management, Inc. Memphis, TN Feb 2020 - Current 2
Stifel Nicolaus & Co Inc. Conshohocken, PA Aug 2013 - Feb 2020 6
Janney Montgomery Scott LLC Berwyn, PA Aug 2008 - Aug 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
Contact Info for William J. Beard
Phone Number: 901-251-1330
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,119
    MILLIONS
  • Total Number of Accounts
    9,621
    ACCOUNTS
  • Average Account Value
    $428,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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