Harry Bayard, financial advisor Jensen Beach FL
71 score

Harry Bayard

CRD Number: 3163305
Current Firm: Cetera Investment Advisers LLC

Harry Bayard (CRD# 3163305) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jensen Beach, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers Inc. Jensen Beach, FL Oct 2015 - Current 1
Summit Brokerage Services Inc. Jensen Beach, FL Sep 2015 - Current 1
Jp Turner Capital Management LLC Jensen Beach, FL Aug 2009 - Current 7
J.p. Turner & Company, LLC Port Lucie, FL Aug 2009 - Sep 2015 6
Wachovia Securities, LLC Fort Pierce, FL Jan 2008 - Aug 2009 1
Wachovia Securities, LLC Fort Pierce, FL Jan 2008 - Aug 2009 1
A. G. Edwards & Sons, Inc. Fort Pierce, FL Apr 2002 - Jan 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Mar 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Harry R. Bayard
Phone Number: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
71

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