Randall Beard, financial advisor Warren OH
83 score

Randall Beard

CRD Number: 1978051
Current Firm: Sa Stone Investment Advisors Inc.

Randall Beard (CRD# 1978051) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Warren, OH and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - Current 3
Sterne Agee Financial Services, Inc. Warren, OH Sep 2014 - Current 3
Wrp Investments, Inc. Youngstown, OH Feb 1999 - Current 19
Beard Insurance Agency, Inc. Cortland, OH Jun 1995 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Randall K. Beard
Phone Number: 205-414-3367
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,230
    MILLIONS
  • Total Number of Accounts
    6,253
    ACCOUNTS
  • Average Account Value
    $196,678
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
83

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