Christopher Eron Beard

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2002 → 06/2020
  Raymond James Financial Services, Inc
  Greenville, SC
• 01/2009 → 06/2020
  Raymond James Financial Services Advisors, Inc
  Greenville, SC
• 08/2002 → 06/2020
  Gateway Wealth Strategies/Bank Of Travelers Rest
  Greenville, SC
• 06/2020 → 08/2024
  Triad Advisors
  Norcross, GA
• 06/2020 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Greenville, SC

Previous Registrations

• 2009-01-02 → 2020-06-25
  Raymond James Financial Services Advisors, Inc
  Greenville, SC
  Greenville, SC
• 2002-08-29 → 2009-01-02
  Raymond James Financial Services, Inc.
  Greenville, SC
  Greenville, SC
  Travelers Rest, SC
  Greenville, SC
• 2002-06-21 → 2002-08-14
  Wells Fargo Clearing Services, Llc
  Greenville, SC
• 2002-01-11 → 2002-06-21
  Wachovia Securities, Inc.
  Greenville, SC

Other Businesses

1. Professional Planning & Wealth;investment related;242 South Pleasantburg Drive,Greenville,SC 29607;wealth management;managing director;6/2020;40+ hrs/month;6.5 hrs during trading;financial planning,wealth management,firm oversight 2. Random Gleanings;investment related;242 S Pleasantburg Drive,Greenville,SC 29607;blog/video blog;contributor;7/31/2020;4 hrs/month;0 hrs during trading;write/discuss economic,market or planning related topics as a tool for client communication and public marketing 3. Local Boys Do Good;not investment related;207 South Main Street,Greenville,SC 29601;501(c)(3);secretary;1/1/2022;5 hrs/month;1 hr during trading;report the meeting minutes and participate in the executive committee 4. Professional Planning & Wealth-Office Sharing; Investment related: yes; 242 S. Pleasantburg Dr., Greenville, SC 29607; Nature or Structure of Business: LLC; Position: Owner; Start date: 04/2024; hours per month: 0; securities trading hours 0; Duties: Owning the building and accepting rent. 5. RANDOM GLEANINGS POSITION: contributor NATURE: blog/video blog INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2020 ADDRESS: 242 S Pleasantburg Drive, Greenville SC 29607, United States DESCRIPTION: write/discuss economic,market or planning related topics as a tool for client communication and public marketing 6. 242P, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2024 ADDRESS: 242 S. Pleasantburg Dr., Greenville SC 29607, United States DESCRIPTION: Duties: Owning the building and accepting rent. 7. PROFESSIONAL PLANNING & WEALTH POSITION: managing director NATURE: wealth management INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 6 START DATE: 06/01/2020 ADDRESS: 242 South Pleasantburg Drive, Greenville SC 29607, United States DESCRIPTION: financial planning ,wealth management, firm oversight 8. LOCAL BOYS DO POSITION: Past Board Chair NATURE: non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2025 ADDRESS: 207 South Main Street, Greenville SC 29601, United States DESCRIPTION: Past Board Chair (Executive Committee) 9. UNIFIED ADVISOR GROUP POSITION: Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2025 ADDRESS: 242 South Pleasantburg Drive, Greenville SC 29607, United States DESCRIPTION: Provide assistance to independent advisors who join Osaic but wish for mid-office services.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-05-30
• S63 Uniform Securities Agent State Law Examination
  1995-05-05

Designations

• Certified Financial Planner