Harry Robert Bayard

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

• 09/2015 → 09/2019
  Summit Brokerage Services Inc
  Jensen Beach, FL
• 10/2015 → 11/2019
  Cetera Investment Advisers Llc
  Jensen Beach, FL
• 09/2019 → 11/2019
  Cetera Advisor Networks Llc
  Jensen Beach, FL
• 11/2019 → Present
  Lpl Financial Llc
  Jensen Beach, FL

Previous Registrations

• 2015-10-23 → 2019-12-23
  Cetera Investment Advisers Llc
  Jensen Beach, FL
• 2009-09-04 → 2015-11-13
  J P Turner & Company Capital Management, Llc
  Jensen Beach, FL
• 2008-01-01 → 2009-08-04
  Wells Fargo Clearing Services, Llc
  Fort Pierce, FL
• 2003-03-28 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Fort Pierce, FL
  Fort Pierce, FL
  St. Louis, MO

Other Businesses

1)10/24/2019 - H.R. Bayard & Associates, LLC - DBA for LPL Business - inv rel - at reported business location(s) - start: 08/2009 2)10/24/2019 - H.R. Bayard & Associates, LLC - Non-Variable Insurance - inv rel - at reported business location(s) - start: 08/2009

Exams

• S66 Uniform Combined State Law Examination
  2003-03-25
• S63 Uniform Securities Agent State Law Examination
  2002-07-09