James Howard Beard
Investment adviser representative at Advice and Planning Services
13 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you James Howard Beard? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- TIAAMay 2023 to now
- TIAA-CREF Individual & Institutional Services, LLCMay 2023 to now
- Fidelity Personal and Workplace AdvisorsJan 2023 to Apr 2023
- FidelityJul 2022 to Apr 2023
- Fidelity Brokerage Services LLCJul 2022 to Apr 2023
- At&tSep 2020 to Jul 2022
- Amchel CommunicationsMay 2020 to Sep 2020
- North Lake CollegeJan 2020 to May 2020
- Roadrunner FreightNov 2019 to Dec 2019
- Fed ExOct 2019 to Nov 2019
- United Real EstateAug 2019 to Apr 2022
- Keller Williams DentonJun 2019 to Aug 2019
- Champions School of Real EstateApr 2019 to Jun 2019
- Cudd Energy ServicesJan 2019 to Apr 2019
- City of Longview Public WorksAug 2017 to Jan 2019
- Texas Road HouseDec 2016 to Aug 2017
- Longview High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
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
- 7606699
- Firm CRD
- 20472