Beaird Harris

Beaird Harris (CRD# 107238) is a financial advisory firm headquartered in Dallas, TX. They manage $1,398,923,567 in 2,853 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,399
    MILLION
  • Total Number of Accounts
    2,853
    ACCOUNTS
  • Average Account Value
    $490,334
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NH, NM, OK, TX

Financial Advisors at Beaird Harris
Showing 1 - 10 of 16 top financial advisors.
1
Paula W. Allgood
CRD#: 3009745
12221 Merit Drive, Suite 750, Dallas, TX 75251

Paula Allgood (CRD# 3009745) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 26 years of experience in the finance industry.

2
Virginia F. Baker
CRD#: 6597429
12221 Merit Dr, Ste 750, Dallas, TX 75251

Virginia Baker (CRD# 6597429) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has 1 year of experience in the finance industry.

3
Patrick C. Beaird
CRD#: 2789900
12221 Merit Drive, Suite 750, Dallas, TX 75251

Patrick Beaird (CRD# 2789900) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 27 years of experience in the finance industry.

4
Clint Dunn
CRD#: 6041235
12221 Merit Dr, Ste 750, Dallas, TX 75251

Clint is a Wealth Manager and Financial Planner at Beaird Harris. He specializes in working with medical and healthcare professionals, but also works with a number of other high net worth families and retirement plans. Clint guides clients through financial decisions, educating them about their investments, insurance policies and employee benefits, and works with clients to implement and coordinate their financial plans. He consults on the plan design and ongoing administration of the firm's WealthGuide® financial planning software.

 

He is also responsible for the development of the firm's internal work flow processes in an effort to integrate systems and processes to further develop and enhance the client experience. Clint is a Certified Financial Planner™ professional, licensed Investment Advisory Representative and a member of the Financial Planning Association of Dallas/Fort Worth.

 

Clint also leads the Strategic Marketing Committee at Beaird Harris and is the firm's liaison to Zero Alpha Group's Marketing Committee, where he currently serves in a leadership capacity. He is responsible for improving the Firm's brand awareness and also oversees all communications and marketing efforts including oversight of the firm's websites, databases and a variety of other bench-marking projects.

 

Clint earned a Bachelor of Business Administration in Marketing with emphasis in Branding and New Product Development from the University of North Texas in 2007. In addition, in 2011 Clint completed the Certificate Program in Financial Planning at Southern Methodist University with coursework including insurance, retirement planning, employee benefits, investments, income taxation, and estate planning.

5
Donald B. Harris
CRD#: 1044148
12221 Merit Drive, Suite 750, Dallas, TX 75251

Donald Harris (CRD# 1044148) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 41 years of experience in the finance industry.

6
Stuart T. Herzog
CRD#: 6310010
12221 Merit Dr, Ste 750, Dallas, TX 75251

Stuart Herzog (CRD# 6310010) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 9 years of experience in the finance industry.

7
Jacob B. King
CRD#: 5476454
12221 Merit Dr, Ste 750, Dallas, TX 75251

Jacob King (CRD# 5476454) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has 1 year of experience in the finance industry.

8
Kevin M. Lindley
CRD#: 6752116
12221 Merit Dr, Ste 750, Dallas, TX 75251

Kevin Lindley (CRD# 6752116) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 7 years of experience in the finance industry.

9
Steven M. Lugar
CRD#: 1044095
12221 Merit Drive, Suite 750, Dallas, TX 75251

Steven Lugar (CRD# 1044095) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 41 years of experience in the finance industry.

10
Chase A. Perry
CRD#: 5745636
12221 Merit Dr, Ste 750, Dallas, TX 75251

Chase Perry (CRD# 5745636) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 13 years of experience in the finance industry.

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