Beard Investment Services, Inc.

Beard Investment Services, Inc. (CRD# 106249) is a financial advisory firm headquartered in Youngstown, OH. They manage $196,779,818 in 529 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    529
    ACCOUNTS
  • Average Account Value
    $371,985
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
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, IL, MD, MI, NC, OH, PA, SC, TX, VA

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 13 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 19 years of experience in the finance industry.

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