Robert
Smallwood
Beard Investment Services, Inc
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About this Advisor
Robert Smallwood is a financial advisor based in Canfield, Ohio, working with Beard Investment Services, Inc. Robert has previously held positions at Beard Financial Services, Inc, Beard Pension Services, Inc, Beard Investment Services, Inc, Valmark Securities, Inc, and Valmark Advisers, Inc. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia, Ohio, and Pennsylvania. Currently, Robert is part of Beard Investment Services, Inc, which operates out of Canfield, Ohio. The firm has 5 employees and manages assets totaling $455.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Beard Investment Services, Inc includes asset-based fees.
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Beard Investment Services, Inc Brokerage Details
$455,467,279
5
745
$611,365
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
Valmark Securities, Inc
Valmark Advisers, Inc
Beard Investment Services, Inc
Beard Pension Services, Inc
Beard Financial Services, Inc
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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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