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Member · Beaird Harris

Paula W Allgood

CRD 3009745 · Named on Form ADV at one SEC-registered adviser

At a glance

Beaird Harris, an SEC-registered wealth manager based in Dallas, TX with $2.3 billion in regulatory assets, lists Paula W Allgood on its Form ADV as Member, a control person.

Firms and roles

  • Beaird HarrisMemberWealth manager · Dallas, TX · $2.3B in regulatory assets

AtlasMembers

Paula’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paula’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.