BEAIRD HARRIS WEALTH MANAGEMENT, LLC

BEAIRD HARRIS
DALLAS, Texas·9 registered advisors·CRD# 107238
SEC# 801-519380972-503-1040
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BEAIRD HARRIS WEALTH MANAGEMENT, LLC

9 registered advisors
Chase Anthony Perry
DALLAS, Texas
CFP
Donald Blake Harris
DALLAS, Texas
Jacob Burk King
DALLAS, Texas
James Edward Zimmerman
DALLAS, Texas
CFP
James E. Sullivan
DALLAS, Texas
CFPCFA
Joseph Clint Dunn
DALLAS, Texas
Justin Darrel Watson
DALLAS, Texas
Paula W Allgood
DALLAS, Texas
Steven Mark Lugar
DALLAS, Texas
05

Office Locations

DALLAS, Texas
9 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. BEAIRD HARRIS WEALTH MANAGEMENT, LLC (CRD# 107238) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.