Unclaimed Profile

Paula W Allgood

BEAIRD HARRIS WEALTH MANAGEMENT, LLC·DALLAS, Texas

Series 6, Series 63Clean record27 years registeredBEAIRD HARRIS WEALTH MANAGEMENT, LLC

12221 MERIT DR, DALLAS, TX 75251CRD# 3009745Firm CRD# 107238

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paula W Allgood · DALLAS, TX

Registration

CRD #3009745 · BEAIRD HARRIS WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

BEAIRD HARRIS

Feb 1999 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · February 23, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEAIRD HARRIS WEALTH MANAGEMENT, LLC

CRD 107238 · SEC 801-51938

AUM

$1.7B

Regulatory assets under management

Employees

2,968 client accounts

Services offered by BEAIRD HARRIS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEAIRD HARRIS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Paula W Allgood offer?

Paula W Allgood specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are Paula W Allgood's credentials?

Paula W Allgood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paula W Allgood located?

Paula W Allgood is based in DALLAS, Texas, working with BEAIRD HARRIS WEALTH MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Paula W Allgood charge for services?

Paula W Allgood's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEAIRD HARRIS WEALTH MANAGEMENT, LLC?

BEAIRD HARRIS WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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