Martin Beard is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Tucson, AZ, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
971 W Wetmore Road, Tucson, AZ, 85705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Martin works as a ride share driver for Lyft, Uber, and VEYO, and as a tax preparer for Intuit and Taxfyle, and runs Martin Beard Tax Preparation Service and Martin Beard Notary Signing Agent, dedicating minimal time to each. He also works full-time as a financial planner at Hughes Federal Credit Union.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hd Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Cue Financial Group, INC.
Cue Financial Group, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Wma Securities, INC.Broker
Fortis Investors, INC.Broker
Waddell & Reed, INC.Broker
Pruco Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.