Unclaimed Profile

Steven Mark Lugar

BEAIRD HARRIS WEALTH MANAGEMENT, LLC·DALLAS, Texas

Series 6, Series 26, Series 63, Series 65Clean record25 years registeredBEAIRD HARRIS WEALTH MANAGEMENT, LLC

5005 LYNDON B JOHNSON FWY, DALLAS, TX 75244CRD# 1044095Firm CRD# 107238

Profile Verification

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

Identity

Steven Mark Lugar · DALLAS, TX

Registration

CRD #1044095 · BEAIRD HARRIS WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

BEAIRD HARRIS

Jun 2001 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · June 20, 2001

Years registered · 25

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 Steven Mark Lugar offer?

Steven Mark Lugar specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are Steven Mark Lugar's credentials?

Steven Mark Lugar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Mark Lugar located?

Steven Mark Lugar 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 Steven Mark Lugar charge for services?

Steven Mark Lugar'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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