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Ann Page Beard

U.s. Bancorp Investments, Inc.

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About Ann Page Beard

Ann Beard is a registered representative with U.S. Bancorp Investments, Inc. and has been in the industry since July 1998. Ann specializes in portfolio management for individuals and businesses, as well as financial planning. Ann holds a Series 66, Series 7 and SIE licenses, and is also registered in 26 states. Ann is currently based in Bowling Green, Kentucky and has previously worked with J.J.B HILLIARD, W.L. LYONS, LLC, MORGAN KEEGAN & COMPANY, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Ann Beard is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Ann Beard’s Registration & Firm History

KY

12/06/2010 - Present

U.s. Bancorp Investments, Inc. (Bowling Green KY)

KY

01/28/2004 - 12/06/2010

J.J.B HILLIARD, W.L. LYONS, LLC (BOWLING GREEN KY)

TN

12/03/1998 - 01/29/2004

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

NY

07/09/1998 - 12/10/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/31/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ann Page Beard.
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