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William C Beard III

Investment Adviser Representative at WEALTHHARBOR CAPITAL GROUP, LLC

Ocean Springs, MSCRD #4646219Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
2 states
Exams Passed
2

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
LouisianaMississippi
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/18/2003
Series 7
General Securities Representative Examination
Passed 4/9/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wealthharbor Capital Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTHHARBOR CAPITAL GROUP, LLCCurrent
10/27/2017Ocean Springs, MS
FINANCIAL MANAGEMENT SOLUTIONS, LLC
7/5/201110/9/2017Ocean Springs, MS
ING FINANCIAL PARTNERS, INC
1/1/200412/31/2004Des Moines, IA
LOCUST STREET SECURITIES, INC.
9/4/20031/1/2004Ocean Springs, MS

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WEALTHHARBOR CAPITAL GROUP, LLC

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View WEALTHHARBOR CAPITAL GROUP, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William C Beard III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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William C Beard III - Financial Advisor in Ocean Springs, MS | AdvisorFinder