Michael Beard, financial advisor Lamar CO
90 score

Michael Beard

CRD Number: 6118620
Current Firm: Edward Jones

Michael Beard (CRD# 6118620) is an Investment Advisor Representative working at Edward Jones in Lamar, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2012 - Current 4
Colorado Christian University Lakewood, CO Aug 2011 - Sep 2012 1
Building Material Supply Lamar, CO Oct 2008 - Aug 2011 2
Lamar Community College Lamar, CO Sep 2009 - Oct 2010 1
Lamar Community College Lamar, CO Sep 2009 - May 2010 < 1
Lamar High School Lamar, CO Sep 2005 - Sep 2009 4
Guehens Lumber And Landscapes Lamar, CO Oct 2007 - Sep 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Michael T. Beard
Phone Number: 314-515-2000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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
90
Clean Record
This advisor has a clean track record with regulators.

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