Robert Beard, financial advisor Jacksonville IL

Robert Beard

CRD Number: 2607165
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Robert Beard (CRD# 2607165) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Jacksonville, IL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Bfc Planning, Inc. Jacksonville, IL Jun 2016 - Current 7
Berthel, Fisher & Company Financial Services, Inc. Jacksonville, IL Mar 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Robert E. Beard
Phone Number: 319-447-5700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    396
    MILLIONS
  • Total Number of Accounts
    2,247
    ACCOUNTS
  • Average Account Value
    $176,208
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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