Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Allgood is a Vice President and Financial Advisor at Beaird Harris Wealth Management, Inc. located in Dallas, TX. Paula is a registered investment advisor with the state of Texas. Paula has been in the financial industry since 1993 and has experience in tax consulting and financial planning. Paula specializes in serving individuals, families, and small businesses. Paula’s focus is to help clients achieve their financial goals, including retirement planning, college savings, and estate planning.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
02/23/1999 - Present
Beaird Harris (DALLAS TX)
BC
Issued 01/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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