Paul David Beard
Investment adviser representative at Mariner
6 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.4BFirm 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
- Pension consulting
- Seminars and workshops
Experience
6 years in the industry.
- MarinerJan 2022 to now
- Mariner Wealth AdvisorsDec 2021 to now
- Msec, LLCDec 2021 to now
- Cascadia Wealth ManagementJul 2021 to Dec 2021
- Cetera AdvisorsJul 2021 to Dec 2021
- UnemployedDec 2020 to Jul 2021
- Markee Valuations, LLCOct 2020 to Dec 2020
- OhsuOct 2015 to Aug 2018
- Portland State Business SchoolSep 2015 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OR).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 7405569
- Firm CRD
- 140195