Bentley Thomas Beard

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1998 → Present
  Lpl Financial Llc
  Union City, TN

Other Businesses

1. 11/06/2002: BEARD & SISCO INVESTMENT CENTER, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 2. 09/11/2015 - Beard & Sisco - INV REL - 800 first St. Union city, TN 38261 - DBA for LPL Business (entity for LPL business) - START 07/20/15 - 1 HOUR PER MONTH, 0 DURING TRADING 3. 05/01/2017 - Discovery Partners Investment Center - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2017 - 8 Hours Per Month/4 Hours During Securities Trading. 4. 6/9/2017 - No Business Name - Investment Related - 216 Stone Brook Ridge, Union City TN 38261 - Real Estate Rental - Started 06/15/2017 - 1 Hours Per Month During Securities Trading - Purchasing 89 acres that adjoin home. 5. 6/20/2017 - No Business Name - Investment Related - 800 S 1st Street, Union City, TN 38261 - Real Estate Rental - Started 09/01/2013 - 1 Hour - Per Month During Securities Trading - Owner of office building. 6. 7/9/2019 - Rock Springs Farm - Not Investment Related - 216 Stone Brook Ridge Union City Tn 38261 - Other-Business Owner - Started 04/01/2019 - 30 Hours Per Month/1 Hour During Securities Trading - Family farm operation raising and selling chickens, eggs, goats and dogs. 7. 02/02/2022 - Lane Family - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Start Date - 03/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading. 8. 03/10/2025 - Discovery Travel - Not Investment Related - Other - Travel Agent - Home Based - Start Date:03/14/2025 - 20 Hrs/Mth - 10 Hrs During Trading. 9. 02/04/2026 - BBRE LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Union City, TN - Start Date 12/04/2025- 2 hours per month/ 1 hour during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-02-12

Other Names

• Bentley Beard
• Bently Thomas Beard