Robert
Smallwood
Beard Investment Services, Inc
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About this Advisor
Robert Smallwood is a financial advisor who works in Canfield, Ohio who has 18 years of industry experience. Smallwood currently works for Beard Investment Services, Inc. During their career, Smallwood has held roles at Beard Financial Services, Inc, Beard Pension Services, Inc, Beard Investment Services, Inc, Valmark Securities, Inc and Valmark Advisers, Inc. Smallwood has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to advise clients in Georgia, Ohio and Pennsylvania. Beard Investment Services, Inc is an advisory business operating out of Canfield, OH. It has $325 million in assets between its 709 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm provides services to seven charities and foundations. Of its 709 accounts, 20% are held by high-net-worth clients who have at least $1 million in assets. The company has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees depend on which service is provided. Fee types billed by Beard Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beard Investment Services, Inc Brokerage Details
$324,652,924
5
709
$457,903
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Smallwood Work History
Robert has been registered as a financial advisor for 18 years.*
Valmark Securities, Inc
Valmark Advisers, Inc
Beard Investment Services, Inc
Beard Pension Services, Inc
Beard Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Smallwood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beard Investment Services, Inc
Canfield, OH
Canfield, OH
Canfield, OH
Canfield, OH
Canfield, OH
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