Beaird Harris - Top 100 Financial Advisors 2023
Beaird Harris, based in Dallas, TX, is ranked No. 7 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Source: cnbc.com
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US in the news: IQ-EQ bolsters private wealth operation
A round-up of people moves and M&A deals across North America
Source: international-adviser.com
Emigrant Partners Announces Strategic Minority Investment in Beaird Harris Wealth Management
/PRNewswire/ -- Emigrant Partners, LLC ("Emigrant") announced it has made a strategic non-voting minority investment in Dallas-based Beaird Harris Wealth...
Source: prnewswire.com
Paula Allgood becomes Managing Partner of Beaird Harris, PLLC following co-founder Pat Beaird after 33 years
Paula Allgood becomes Managing Partner of Beaird Harris, PLLC following co-founder Pat Beaird after 33 years Share Article Beaird Harris, a nationally recognized Certified Public Accounting and fee-only Wealth Management firm based in Dallas, TX, has announced that Paula Allgood, CPA, has transitioned to Managing Partner of the Firm’s Certified Public Accounting practice, a position formerly held by founder Pat Beaird, CPA, PFS, for the past 33 years. While Paula takes the helm of the CPA firm, Pat Beaird will remain actively engaged in the CPA firm and maintains his position as Managing Pa...
Source: prweb.com