Martin D Beard
Investment adviser representative at LPL Financial LLC
20 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- LPL Financial LLCJul 2018 to now
- Hughes Federal Credit UnionJun 2018 to now
- LPL Financial Services, LLCJun 2018 to now
- VeyoOct 2017 to now
- UberFeb 2016 to now
- LyftAug 2015 to now
- Martin Beard Tax Preparation ServicesMar 2014 to now
- Intuit IncJan 2006 to now
- Jackson Hewitt Tax ServicesDec 2017 to May 2018
- Total RideAug 2017 to Jun 2018
- H.D. Vest Advisory ServicesJun 2008 to Apr 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2228801
- Firm CRD
- 6413