Beaird Harris

Beaird Harris (CRD# 107238) is a financial advisory firm headquartered in Dallas, TX. They manage $1,669,836,738 in 2,968 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX 75244
https://www.youtube.com/channel/ucnj1uvxnah13odbb3tvanyg
By the Numbers
  • Total Assets Under Management
    1,670
    MILLION
  • Total Number of Accounts
    2,968
    ACCOUNTS
  • Average Account Value
    $562,613
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 11 - 16 of 16 top financial advisors.
11
James Simmons, financial advisor Dallas TX
James A. Simmons
CRD#: 1848794
5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX 75244

James Simmons (CRD# 1848794) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 10 years of experience in the finance industry.

12
Ronald Skalberg, financial advisor Dallas TX
Ronald J. Skalberg
CRD#: 2789898
12221 Merit Drive, Suite 220, Dallas, TX 75251

Ronald Skalberg (CRD# 2789898) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 27 years of experience in the finance industry.

13
Kelly Snider, financial advisor Dallas TX
Kelly A. Snider
CRD#: 5874195
5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX 75244

Kelly Snider (CRD# 5874195) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 13 years of experience in the finance industry.

14
James Sullivan, financial advisor Dallas TX
James E. Sullivan
CRD#: 4245495
5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX 75244

James Sullivan (CRD# 4245495) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 23 years of experience in the finance industry.

15
Justin Watson, financial advisor Dallas TX
Justin D. Watson
CRD#: 5054149
5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX 75244

Justin Watson (CRD# 5054149) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has 1 year of experience in the finance industry.

16
James Zimmerman, financial advisor Dallas TX
James E. Zimmerman
CRD#: 3136109
5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX 75244

James Zimmerman (CRD# 3136109) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 25 years of experience in the finance industry.

PREV ... 1 2

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals