Suntrust Advisory Services, Inc
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About this Advisor
Kristin Beard is a certified financial planner who is based in Charlotte, North Carolina. Currently an investment advisor at Suntrust Advisory Services, Inc, Beard has 13 years of work experience. Beard maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Beard is able to work with clients based out of North Carolina. During their career, Beard has held roles at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Suntrust Bank, Suntrust Investment Services, Inc and Suntrust Advisory Services. Suntrust Advisory Services, Inc is based out of Charlotte, North Carolina, and has 1,572 offices across the country. In total, Suntrust Advisory Services, Inc oversees $19 billion in assets throughout 41,105 client accounts and employs more than 1,539 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 31,892 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Suntrust Advisory Services, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. The firm's fees may include asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Kristin Beard Work History
Kristin has 13 years of experience.
Suntrust Advisory Services
Suntrust Investment Services, Inc
Tiaa-Cref Individual & Institutional Services, LLC
Kristin Beard has no disclosures.
Please visit their SEC profile for more details.