Patrick Clark Beaird
Investment adviser representative at Beaird Harris
39 yearsExperience
1 stateRegistered in
PFSDesignation
$2.3BFirm 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
39 years in the industry.
- Beaird HarrisFeb 1997 to now
- Beaird Harris Wealth Management, LLCApr 1996 to now
- Beaird Harris, PllcMay 1987 to now
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beaird Harris
Legal name: Beaird Harris Wealth Management, LLC
$2.3BAssets managed
800Clients
18Advisers
30 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
- 2789900
- Firm CRD
- 107238