Eric
Clayton
Beard Investment Services, Inc
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About this Advisor
Eric Clayton is a financial advisor based in Canfield, Ohio, working with Beard Investment Services, Inc. Eric has previously worked at Beard Pension Services and Beard Investment Services. Eric has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Eric is part of Beard Investment Services, Inc, which is located in Canfield, Ohio. The firm has 5 employees and manages assets totaling $859.7 million. Beard Investment Services, Inc serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Beard Investment Services, Inc is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beard Investment Services, Inc Brokerage Details
$859,729,975
5
890
$965,989
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Eric Clayton Work History
Beard Investment Services
Beard Pension Services
Disclosures
Please visit the SEC profile of Eric Clayton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beard Investment Services, Inc
Canfield, OH
Canfield, OH
Canfield, OH
Canfield, OH
Canfield, OH
Canfield, OH
Canfield, OH
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