Christopher Eron Beard
Investment adviser representative at Professional Planning & Wealth
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Professional Planning & WealthOct 2026 to now
- Osaic Wealth, Inc.Aug 2024 to Oct 2026
- Triad Hybrid SolutionsJun 2020 to Oct 2026
- Triad AdvisorsJun 2020 to Aug 2024
- Raymond James Financial Services Advisors, IncJan 2009 to Jun 2020
- Gateway Wealth Strategies/bank of Travelers RestAug 2002 to Jun 2020
- Raymond James Financial Services, IncAug 2002 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Professional Planning & Wealth
Legal name: Professional Planning & Wealth, LLC
$0Assets managed
0Clients
4Advisers
Under 1 yearIn 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
- 2595250
- Firm CRD
- 342089