Beard Investment Services, Inc.

Beard Investment Services, Inc. (CRD# 106249) is a financial advisory firm headquartered in Youngstown, OH. They manage $189,677,583 in 548 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    548
    ACCOUNTS
  • Average Account Value
    $346,127
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, MD, MI, OH, PA, TX

Financial Advisors at Beard Investment Services, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
William B. Berlin
CRD#: 3129851
108 W. Western Reserve Road, Youngstown, OH 44514
93
Wealthminder
score

William Berlin (CRD# 3129851) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Youngstown, OH and has over 19 years of experience in the finance industry.

2
James Rafoth
CRD#: 2243194
108 W. Western Reserve Road, Youngstown, OH 44514
93
Wealthminder
score

James Rafoth (CRD# 2243194) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Youngstown, OH and has over 25 years of experience in the finance industry.

3
Mark J. Smallwood
CRD#: 5246480
108 W Western Reserve Road, Youngstown, OH 44514
93
Wealthminder
score

Mark Smallwood (CRD# 5246480) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Youngstown, OH and has over 9 years of experience in the finance industry.

4
Robert L. Smallwood
CRD#: 4838140
108 W. Western Reserve Road, Youngstown, OH 44514
93
Wealthminder
score

Robert Smallwood (CRD# 4838140) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Youngstown, OH and has over 12 years of experience in the finance industry.

5
Bradley A. Walker
CRD#: 3146727
108 W. Western Reserve Road, Youngstown, OH 44514
93
Wealthminder
score

Bradley Walker (CRD# 3146727) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Youngstown, OH and has over 18 years of experience in the finance industry.

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