Sean Beard (CRD# 6319807) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Iowa City, IA and has over 8 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2020 - Current | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2020 - Current | 3 |
| Voya Financial Advisors | Coralville, IA | Jan 2017 - May 2020 | 3 |
| Hb Regal Properties, LLC | Iowa City, IA | May 2016 - Jan 2018 | 1 |
| Raymond James Financial Services. Inc. | Coralville, IA | May 2015 - Dec 2016 | 1 |
| Raymond James Financial Services Advisors Inc. | Coralville, IA | May 2015 - Dec 2016 | 1 |
| Andrews Financial Group | Coralville, IA | Aug 2014 - Dec 2016 | 2 |
| Raymond James Financial Services, Inc. | Coralville, IA | Apr 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- IA
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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