James D. Beard

LONETREE WEALTH MANAGEMENT

MEMPHIS, TN 38137

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CRD#: 6081183

Professional summary

James David Beard is a registered financial advisor currently at LONETREE WEALTH MANAGEMENT located in Memphis, Tennessee.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. James has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James David Beard's 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®

None

Experience

Current

September 9, 2022 - Present

LONETREE WEALTH MANAGEMENT

Office #1: 5100 Poplar Avenue Suite 1504, Memphis, TN 38137

RIA

CRD#: 322711

MEMPHIS, TN

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

Louisiana
(11/7/2022)

IAR

Tennessee
(9/9/2022)

IAR

Texas
(11/3/2022)

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

State Security Law Exam

IAR

Series 65

Date: 8/8/2022

Uniform Investment Adviser Law Examination

Current Firm

LONETREE WEALTH MANAGEMENT

LONETREE WEALTH MANAGEMENT | LONETREE WEALTH MANAGEMENT, LLC

CRD#: 322711 / SEC#:

Louisiana

Registered Investment Advisory firm - (11/7/2022 Approved)

Tennessee

Registered Investment Advisory firm - (9/8/2022 Approved)

Texas

Registered Investment Advisory firm - (11/1/2022 Conditional Restricted)

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Contact information

Main Address

5100 Poplar Avenue Suite 1504, Memphis, TN 38137

Mailing Address

Phone number

(502) 432-7373

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	253
AUM (Assets Under Management)	$ 44,574,286

Red Flags

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

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James D. Beard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James David Beard's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONETREE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/8/2022

Current Firm

LONETREE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LONETREE WEALTH MANAGEMENT

TRUST BUT VERIFY

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