Financial ADVSR advisor directory · SEC adviser records
Beaird Harris financial advisors in Texas
Every SEC-registered investment adviser representative at a Beaird Harris office in Texas, by city and A to Z.
14 registered advisors work at Beaird Harris in Texas, out of 14 nationwide; it's the firm's number 1 state by advisors, and the most are in Dallas (14). 6 list the CFP designation and 0 are also registered broker representatives.
Beaird Harris advisors by city in Texas
Every firm in Texas →Beaird Harris advisors in Texas, A to Z
Search by name →- Kraishylea R. AgboayeDallas
- Paula W. AllgoodDallas
- Patrick C. BeairdDallas · Personal Financial Specialist
- Tai T. ChuDallas · Certified Financial Planner
- Joseph C. DunnDallas · Certified Financial Planner
- Donald B. HarrisDallas
- Stuart T. HerzogDallas
- Jacob B. KingDallas · Certified Financial Planner
- Steven M. LugarDallas · Certified Financial Planner
- Chase A. PerryDallas · Certified Financial Planner
- James A. Simmons Jr.Dallas
- Ronald J. SkalbergDallas
- Kelly A. SniderDallas
- Justin D. WatsonDallas · Certified Financial Planner, Personal Financial Specialist
Beaird Harris advisors in every state →Beaird Harris: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Beaird Harris financial advisors are in Texas?
14 investment adviser representatives are registered at Beaird Harris offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Beaird Harris have the most advisors?
Dallas, with 14. Beaird Harris has advisors in 1 city in Texas.
How do I check a Beaird Harris advisor in Texas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Beaird Harris office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.