Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin D. Beard is a financial advisor who has been working in the financial services industry since 1994. Martin currently works with LPL Financial LLC. Previously, Martin has worked with HD Vest Investment Services and Cue Financial Group, Inc. Martin is a Certified Financial Planner and a Chartered Financial Consultant. Martin is also a registered representative in 13 states. Martin provides financial planning and portfolio management services to individuals, businesses, and retirement plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
06/11/2024 - Present
LPL Financial LLC (TUCSON AZ)
AZ
09/24/2014 - 05/01/2018
HD VEST INVESTMENT SERVICES (Tucson AZ)
AZ
01/28/2008 - 10/03/2012
H.D. VEST INVESTMENT SERVICES (TUCSON AZ)
AZ
04/24/2006 - 09/05/2006
CUE FINANCIAL GROUP, INC. (TUCSON AZ)
TX
05/25/1999 - 07/08/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
GA
12/24/1998 - 06/08/1999
WMA SECURITIES, INC. (DULUTH GA)
MN
08/22/1995 - 12/05/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
KS
07/18/1994 - 01/10/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
NJ
11/19/1993 - 07/15/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
12/14/1992 - 10/26/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/14/1992 - 10/26/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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