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William C Beard

Wealthharbor Capital Group, LLC

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About William C Beard

William C. Beard is a registered Investment Advisor Representative with Wealthharbor Capital Group, LLC, located in Ocean Springs, MS. William has been in the industry for over 20 years. William has previously held positions with FSC Securities Corporation, Pan-American Financial Advisers, ING Financial Partners, Inc., Locust Street Securities, Inc., and Park Avenue Securities LLC. William holds Series 7 and Series 66 licenses. William specializes in providing investment advice to individuals, high-net-worth individuals, corporations, and retirement plans.

Firm Information

William Beard is currently registered with Wealthharbor Capital Group, LLC. Wealthharbor Capital Group, LLC is an investment advisor based in Metairie, LA. The firm provides portfolio management services for individuals, businesses, pooled investment vehicles, and pension plans. They also offer selection of other advisors and pension consulting services. The firm manages approximately $292,556,055 in assets for 360 clients.
Wealthharbor Capital Group, LLC

433 METAIRIE RD

METAIRIE, LA 70005

$292.56M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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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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William Beard’s Registration & Firm History

MS

11/03/2023 - Present

Wealthharbor Capital Group, LLC (Ocean Springs MS)

MS

12/01/2005 - 10/10/2006

FSC SECURITIES CORPORATION (OCEAN SPRINGS MS)

LA

01/24/2005 - 11/30/2005

PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)

CT

01/01/2004 - 12/31/2004

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

IA

09/03/2003 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NY

04/11/2003 - 07/30/2003

PARK AVENUE SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/18/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William C Beard.
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