Donald Beard (CRD# 1623150) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fayetteville, NC and has over 36 years of experience in the finance industry.
CRD# 5829233
Stalwart Financial Planning
CRD# 4560006
Lpl Financial LLC
CRD# 4585083
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America Advisors | Fayetteville, NC | Aug 2020 - Current | 3 |
Securities America Inc. | Fayetteville, NC | Jun 2017 - Current | 6 |
Partners Advantage | Fayetteville, NC | Feb 2009 - Current | 15 |
Massachusetts Mutual Life Insurance Co | Wilmington, NC | Nov 2015 - Jul 2017 | 1 |
Mml Investors Services, LLC | Wilmington, NC | Nov 2015 - Jul 2017 | 1 |
Voya Financial Advisors | Fayetteville, NC | Sep 2014 - Nov 2015 | 1 |
Ing Financial Partners, Inc. | Fayetteville, NC | Feb 2011 - Sep 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1987 |
- NC
-
Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
-
Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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