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Steven Mark Lugar

Beaird Harris

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About Steven Mark Lugar

Steven Mark Lugar is a registered Investment Advisor Representative with Beaird Harris. Steven has over 20 years of experience in the financial industry and is a Certified Financial Planner. Steven's specialties include financial planning and portfolio management for individuals. Steven has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Steven has been registered with Beaird Harris since June 2000. Beaird Harris is an independent wealth management firm that provides financial planning and investment management services to individuals, families, and institutions. The firm has a long history of providing personalized financial advice to clients.

Firm Information

Steven Lugar is currently registered with Beaird Harris. Beaird Harris is a financial advisory firm based in Dallas, Texas. They offer financial planning, portfolio management, and pension consulting services to individuals, families, businesses, charitable organizations, and pension and profit sharing plans. Beaird Harris has approximately 1669836738 dollars in regulatory assets under management.
Beaird Harris

5005 LYNDON B JOHNSON FWY

DALLAS, TX 75244

$1.67B

Assets Under Management

Not reported

Total Clients

17

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Steven Lugar’s Registration & Firm History

TX

06/20/2001 - Present

Beaird Harris (DALLAS TX)

GA

04/26/1982 - 09/15/2000

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 05/17/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/22/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Mark Lugar.
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