Best Investors Account Sign in
Inactive

James David Beard

Lonetree Wealth Management

Memphis, TN

Claim This Profile
Current Employers
Lonetree Wealth Management

5100 Poplar Avenue Suite 1504, Memphis, TN 38137 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-11-07
TX RA APPROVED_RES 2022-11-01
TN RA APPROVED 2022-09-09
  • LA RA
    APPROVED
    Since 2022-11-07
  • TX RA
    APPROVED_RES
    Since 2022-11-01
  • TN RA
    APPROVED
    Since 2022-09-09

Branch Locations

5100 Poplar Avenue Suite 1504, Memphis, TN 38137 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Priam Properties Nashville TN 02/2016 08/2020
Faropoint Ventures Memphis TN 08/2020 04/2021
Fetting Capital Llc Memphis TN 04/2021 09/2022
Lonetree Wealth Management Memphis TN 09/2022 Present
  • 02/2016 → 08/2020
    Priam Properties
    Nashville, TN
  • 08/2020 → 04/2021
    Faropoint Ventures
    Memphis, TN
  • 04/2021 → 09/2022
    Fetting Capital Llc
    Memphis, TN
  • 09/2022 → Present
    Lonetree Wealth Management
    Memphis, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-08
  • S65 Uniform Investment Adviser Law Examination
    2022-08-08

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
NEWSOUTH CAPITAL MANAGEMENT INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
B. RILEY WEALTH ADVISORS, INC.
INDEPENDENT FINANCIAL GROUP, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Other Investors

Lisa Gail Barker
CHADWICK JACKSON MYERS
MARGARET MCCARVER
DEANNA NICOLE MUSSO
ROBERT BRIAN REECE
MARTY CARLIS GREEN
MONICA BETH WIESEL
CHARLES DALE WATSON

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
NEWSOUTH CAPITAL MANAGEMENT INC · MEMPHIS, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
PRIVATE ADVISOR GROUP, LLC · Memphis, TN
LPL FINANCIAL LLC · MEMPHIS, TN
B. RILEY WEALTH ADVISORS, INC. · Memphis, TN

More in Memphis, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor