Christopher E. Beard

GREENVILLE, SC 29607

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CRD#: 2595250

Professional summary

Christopher Eron Beard, CFP® was a registered financial advisor .

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Christopher had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10, Series 9 and Series 30 exams.

At a Glance

Always Fiduciary

Aliases

None

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.

1. Random Gleanings;investment related;242 S Pleasantburg Drive,Greenville,SC 29607;blog/video blog;contributor;7/31/2020;4 hrs/month;0 hrs during trading;write/discuss economic,market or planning related topics as a tool for client communication and public marketing 2. Local Boys Do Good;not investment related;207 South Main Street,Greenville,SC 29601;501(c)(3);secretary;1/1/2022;5 hrs/month;1 hr during trading;report the meeting minutes and participate in the executive committee 3. Professional Planning & Wealth-Office Sharing; Investment related: yes; 242 S. Pleasantburg Dr., Greenville, SC 29607; Nature or Structure of Business: LLC; Position: Owner; Start date: 04/2024; hours per month: 0; securities trading hours 0; Duties: Owning the building and accepting rent. 4. 242P, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2024 ADDRESS: 242 S. Pleasantburg Dr., Greenville SC 29607, United States DESCRIPTION: Duties: Owning the building and accepting rent.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

October 5, 2026 - Present

Office #1: 242 South Pleasantburg Drive, Greenville, SC 29607

GREENVILLE, SC

Past

August 23, 2024 - October 4, 2026

OSAIC WEALTH, INC.

CRD#: 23131

Greenville, SC

Past

June 19, 2020 - October 4, 2026

OSAIC ADVISORY SERVICES, LLC

RIA

CRD#: 171070

Greenville, SC

Past

June 19, 2020 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Greenville, SC

Past

January 2, 2009 - June 25, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

GREENVILLE, SC

Past

August 29, 2002 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

GREENVILLE, SC

Past

August 2, 2002 - June 25, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

GREENVILLE, SC

Past

June 21, 2002 - August 14, 2002

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

GREENVILLE, SC

Past

June 15, 2002 - August 14, 2002

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

January 11, 2002 - June 21, 2002

WACHOVIA SECURITIES, INC.

RIA

CRD#: 431

GREENVILLE, SC

Past

April 28, 1995 - June 15, 2002

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(10/5/2026)

IAR

Texas
(10/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 5/30/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 5/5/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Status Unavailable

Passed: 7/15/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 4/27/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Status Unavailable

Passed: 12/27/2010

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Status Unavailable

Passed: 11/19/2010

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 30

Status Unavailable

Passed: 12/27/2004

NFA Branch Manager Examination

Current firm

No current employment

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.

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Christopher E. Beard

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OSAIC ADVISORY SERVICES, LLC

TRIAD ADVISORS LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WACHOVIA SECURITIES, INC.

WACHOVIA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Passed: 5/30/1995

Series 63

Passed: 5/5/1995

SIE

Passed: 10/1/2018

Series 31

Passed: 7/15/2004

Series 7

Passed: 4/27/1995

Series 10

Passed: 12/27/2010

Series 9

Passed: 11/19/2010

Series 30

Passed: 12/27/2004

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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