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DB

Donald G. Beard

AURORA SECURITIES
Fayetteville, NC
Some features on this profile are disabled
CRD#: 1623150
DB

Professional summary

Donald Grey Beard JR, ChFC®, CLU®, who also goes by Donald Grey Jr Beard, Don Grey Beard Jr, is a registered financial professional currently at AURORA SECURITIES located in Fayetteville, North Carolina.

Donald is registered as a RR (Registered Representative) and started their career in finance in 1987. Donald has worked at 13 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Donald Grey Jr Beard | Don Grey Beard Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Donald Grey Beard JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

January 28, 2026 - Present

AURORA SECURITIES

BD
CRD#: 46147
Fayetteville, NC
Past

June 14, 2024 - January 27, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
Fayetteville, NC
Past

June 14, 2024 - January 27, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
Fayetteville, NC
Past

August 18, 2020 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
FAYETTEVILLE, NC
Past

July 31, 2017 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Fayetteville, NC
Past

November 20, 2015 - July 31, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
WILMINGTON, NC
Past

February 23, 2011 - November 23, 2015

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
FAYETTEVILLE, NC
Past

December 1, 2006 - February 28, 2011

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
FAYETTEVILLE, NC
Past

February 6, 2004 - June 16, 2006

USALLIANZ SECURITIES, INC.

RIA
CRD#: 40875
FAYETTEVILLE, NC
Past

January 2, 2004 - December 1, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
FAYETTEVILLE, NC
Past

August 4, 2003 - January 5, 2004

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

August 4, 2003 - January 5, 2004

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

March 27, 2003 - July 9, 2003

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

September 17, 1999 - March 31, 2003

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

March 5, 1987 - September 16, 1999

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(1/28/2026)
RR
Florida
(1/28/2026)
RR
North Carolina
(1/29/2026)
RR
South Carolina
(1/28/2026)
RR
Tennessee
(1/28/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/9/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/2/1987
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 4/7/1995
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AS
AURORA SECURITIES
ALASKA CAPITAL MANAGEMENT CORPORAITON | AURORA SECURITIES INC | AURORA SECURITIES

CRD#: 46147 / SEC#: , 8-51322

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
2565 West Maple, Troy, MI 48084
Mailing Address
2565 West Maple, Troy, MI 48084
Phone number
(888) 548-6701
Established
Michigan since 11/22/2017
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CURTS INVESTMENT, LLCOWNER
KAMEN, LORI BETHPRESIDENT/CO-CHIEF COMPLIANCE OFFICER2805591
MOORE, PETER ALFRED JRCO-CHIEF COMPLIANCE OFFICER1979755
SCHAPS, MICHAEL ROBERTFINOP1892138

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AURORA SECURITIES

CRD#: 46147Fayetteville, NC

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