Robert Glenn Beard
Professional Summary
Robert Glenn Beard is a registered financial advisor currently at FOCUS SECURITIES LLC located in Gainesville, Virginia. Robert is registered as a RR (Registered Representative) and started their career in finance in 2010. Robert has worked at 1 firm and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
FALCON WEALTH PLANNING, LLC
PLANMEMBER SECURITIES CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GRADIENT ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
FALCON WEALTH PLANNING, LLC
PLANMEMBER SECURITIES CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GRADIENT ADVISORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
FALCON WEALTH PLANNING, LLC
PLANMEMBER SECURITIES CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GRADIENT ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
FALCON WEALTH PLANNING, LLC
PLANMEMBER SECURITIES CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GRADIENT ADVISORS, LLC
Years of Experience
16 years in the financial services industry
Current & Past Employments
Similar Advisors
FALCON WEALTH PLANNING, LLC
PLANMEMBER SECURITIES CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GRADIENT ADVISORS, LLC
Current Firm
FOCUS SECURITIES LLC
Contact Information
Main Address
7371 Atlas Walk Way #259, Gainesville, VA 20155Mailing Address
7371 Atlas Walk Way #259, Gainesville, VA 20155Phone Number
(404) 557-1045Established
Georgia since 03/23/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (46 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FOCUS CAPITAL ACQUISITION LLC | OWNER | — |
| BEARD, ROBERT GLENN | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | 5771682 |
| THOMPSON, RICHARD FRANK JR. | FINOP, ER | — |
Similar Advisors
FALCON WEALTH PLANNING, LLC
PLANMEMBER SECURITIES CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GRADIENT ADVISORS, LLC
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.
Similar Advisors
FALCON WEALTH PLANNING, LLC
PLANMEMBER SECURITIES CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GRADIENT ADVISORS, LLC
State Registrations and Notice Filings
(3/8/2016)
(9/27/2010)
(7/9/2014)
(7/14/2010)
(1/28/2022)
(1/4/2021)
(3/12/2025)
(2/9/2016)
(1/16/2019)
(1/2/2013)
(10/12/2021)
(4/26/2024)
(8/16/2016)
(10/16/2015)
(7/2/2019)
(8/23/2022)
(5/7/2012)
(1/3/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
Similar Advisors
FALCON WEALTH PLANNING, LLC
PLANMEMBER SECURITIES CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GRADIENT ADVISORS, LLC
CRS (Client Relationship Summary) - BD
Click below to view Robert Glenn Beard's CRS (Customer Relationship Summary).
Similar Advisors
FALCON WEALTH PLANNING, LLC
PLANMEMBER SECURITIES CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GRADIENT ADVISORS, LLC


