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Detailed Report
WILLIAM C BEARD III
WILL C BEARD
CRD#: 4646219
IA
Investment Adviser
WEALTHHARBOR CAPITAL GROUP, LLCCRD#: 118614 22 Doctor's Drive
Suite C
Ocean Springs, MS 39564
Registration History
200420062008201020122014201620182020202220242026IAWEALTHHARBOR CAPITAL GROUP, LLC (CRD# 118614)2017 - Present (7 years)IAFINANCIAL MANAGEMENT SOLUTIONS... (CRD# 132361)2011 - 2017 (6 years)IAING FINANCIAL PARTNERS, INC (CRD# 2882)2004 - 2004 (<1 year)IALOCUST STREET SECURITIES, INC. (CRD# 1703)2003 - 2004 (<1 year)
License(s)

State Registrations

IA
Louisiana 10/27/2017
IA
Mississippi 10/27/2017
Current Registration(s)
IA
WEALTHHARBOR CAPITAL GROUP, LLC (CRD#:118614)
22 Doctor's Drive Suite C, Ocean Springs, MS 39564
Registered with this firm since 10/27/2017
Previous Registration(s)
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IA
 07/05/2011 - 10/09/2017 FINANCIAL MANAGEMENT SOLUTIONS, LLC (CRD#:132361) OCEAN SPRINGS, MS
IA
 01/01/2004 - 12/31/2004 ING FINANCIAL PARTNERS, INC (CRD#:2882) DES MOINES, IA
IA
 09/04/2003 - 01/01/2004 LOCUST STREET SECURITIES, INC. (CRD#:1703) OCEAN SPRINGS, MS
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.