Mark Anthony James

Alexander Beard (USA) INC.

12 Years of Experience

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Areas of Practice

Retirement PlanningInvestment Management

Alexander Beard (USA) INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

67 clients

Average Client Portfolio

$596K average

Assets Under Management

$39.9M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

14-15 Rossmore Business Village, Inward Way, Ellesmere Port, Cheshire, CH65 3EY

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Alexander Beard (USA) INC.

January 2019 - Present · 7 yrs 1 mo

Previous Registrations

Alexander Beard (USA), LLC

April 2014 - December 2018 · 4 yrs 8 mos

Devere USA INC.

August 2013 - February 2015 · 1 yr 6 mos

State Registrations5 states

CALAMANJTX

Advisor

Exams

No exam information available for this advisor.