Beard Investment Services, Inc.

Beard Investment Services, Inc. (CRD# 106249) is a financial advisory firm headquartered in Canfield, OH. They manage $455,467,279 in 745 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3701 Boardman - Canfield Rd., Suite 1, Canfield, OH 44406
http://www.beardpension.com
By the Numbers
  • Total Assets Under Management
    455
    MILLION
  • Total Number of Accounts
    745
    ACCOUNTS
  • Average Account Value
    $611,365
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, OH, PA, TX, VA

Financial Advisors at Beard Investment Services, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
William Berlin, financial advisor Canfield OH
William B. Berlin
CRD#: 3129851
3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406

William Berlin (CRD# 3129851) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Canfield, OH and has over 25 years of experience in the finance industry.

2
James Rafoth, financial advisor Canfield OH
James Rafoth
CRD#: 2243194
3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406

James Rafoth (CRD# 2243194) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Canfield, OH and has over 31 years of experience in the finance industry.

3
Mark Smallwood, financial advisor Canfield OH
Mark J. Smallwood
CRD#: 5246480
3701 Boardman - Canfield Rd., Suite 1, Canfield, OH 44406

Mark Smallwood (CRD# 5246480) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Canfield, OH and has over 15 years of experience in the finance industry.

4
Robert Smallwood, financial advisor Canfield OH
Robert L. Smallwood
CRD#: 4838140
3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406

Robert Smallwood (CRD# 4838140) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Canfield, OH and has over 19 years of experience in the finance industry.

5
Bradley Walker, financial advisor Canfield OH
Bradley A. Walker
CRD#: 3146727
3701 Boardman - Canfield Rd. Suite 1 , Oh, Canfield, OH 44406

Bradley Walker (CRD# 3146727) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Canfield, OH and has over 25 years of experience in the finance industry.

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.

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