Malcolm Beard (CRD# 5573195) is an Investment Advisor Representative working at Cuso Financial Services in Vancouver, WA and has over 10 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Jun 2022 - Current | 1 |
| Iq Credit Union | Vancouver, WA | Jun 2022 - Current | 1 |
| The O.n. Equity Sales Company | Cincinnati, OH | Feb 2019 - Jun 2022 | 3 |
| Omega Financial | Vancouver, WA | Sep 2015 - Jun 2022 | 6 |
| The Ohio National Insurance Company | Cincinnati, OH | Sep 2015 - Jun 2022 | 6 |
| Princor Financial Services Corporation | Vancouver, WA | Sep 2015 - Feb 2019 | 3 |
| Principal Life Insurance Company | Vancouver, WA | Sep 2015 - Feb 2019 | 3 |
| Mml Investors Services LLC | Portland, OR | Feb 2013 - Sep 2015 | 2 |
| Massmutual Financial Group | Portland, OR | Feb 2008 - Sep 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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