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Kevin Lawrence Beard

GROVE POINT ADVISORS, LLC·ROCKVILLE, Maryland
SIE, Series 7, Series 24Clean recordGROVE POINT ADVISORS, LLC
2440 RESEARCH BLVD, ROCKVILLE, MD 20850CRD# 2789109Firm CRD# 313171

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Lawrence Beard · ROCKVILLE, MD
Registration
CRD #2789109 · GROVE POINT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GROVE POINT ADVISORS, LLC
CRD 313171 · SEC 801-56879
AUM
$2.4B
Regulatory assets under management
Employees
420
9,920 client accounts
Services offered by GROVE POINT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GROVE POINT ADVISORS, LLC →
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04

Frequently Asked Questions

What services does Kevin Lawrence Beard offer?
Kevin Lawrence Beard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Kevin Lawrence Beard's credentials?
Kevin Lawrence Beard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Lawrence Beard located?
Kevin Lawrence Beard is based in ROCKVILLE, Maryland, working with GROVE POINT ADVISORS, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Kevin Lawrence Beard charge for services?
Kevin Lawrence Beard's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GROVE POINT ADVISORS, LLC?
GROVE POINT ADVISORS, LLC has approximately 420 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GROVE POINT ADVISORS, LLC

Denise Marie Mcgee
ROCKVILLE, MD
Laura Nicole White
ROCKVILLE, MD
Trisha Lynn Tymkiw
ROCKVILLE, MD
Christopher Ryan Roberts
ROCKVILLE, MD
Amanda Candelmo Hawley
ROCKVILLE, MD
Billy Wayne Shank
ROCKVILLE, MD

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Research
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