William C Beard
Investment adviser representative at Wealthharbor Capital Group, LLC
21 yearsExperience
2 statesRegistered in
$334.7MFirm assets
22 yearsFirm in business
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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.
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Wealthharbor Capital Group, LLCOct 2017 to now
- Financial Management Solutions, LLCJan 2005 to now
- Mrg Insurance ServicesJan 2005 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (LA, MS).
Wealthharbor Capital Group, LLC
$334.7MAssets managed
252Clients
6Advisers
22 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
- 4646219
- Firm CRD
- 118614