Mark Anthony James
Investment adviser representative at Alexander Beard (USA) Inc.
12 yearsExperience
5 statesRegistered in
$48.9MFirm assets
5 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Alexander Beard (USA) Inc.Apr 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 5 states (CA, LA, MA, NJ, TX).
Alexander Beard (USA) Inc.
Legal name: Alexander Beard (USA), Inc.
$48.9MAssets managed
75Clients
2Advisers
5 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
- 6210175
- Firm CRD
- 134642