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).
-
Total Assets Under Management1,399MILLION
-
Total Number of Accounts2,853ACCOUNTS
-
Average Account Value$490,334
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, NH, NM, OK, TX
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.