Kevin Beard

Chief Growth Officer and Founding Partner, Atria Wealth Solutions at Atria Wealth Solutions - New York, NY, US

Kevin Beard's Colleagues at Atria Wealth Solutions
Rinaldo Ritonga

Head of Data Services

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Skott McKinney

Executive Director, Digital Marketing

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Victor Sun

Software Engineer

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Grant Cox

Executive Director, Marketing Communications

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Joel Triemstra

Senior Recruiter

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Janie Snyder

Wealth Management Associate

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Lance Arjona

Technical Analyst

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Kevin Beard's Contact Details
Email (Verified)
***@atriawealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
888-566-1482
Location
Richfield,Ohio,United States
Company
Atria Wealth Solutions
Kevin Beard's Company Details
Atria Wealth Solutions logo, Atria Wealth Solutions contact details

Atria Wealth Solutions

New York, NY, US • 50 - 99 Employees
Financial Services

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria's broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.Atria's broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria's subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.

Independent Broker/Dealer Independent Advisors Financial Services Financial Planning Wealth Management Firm Growth Consultants Holistic Integrated Wealth Management Solutions Practice Management Resources Financial Advisor Support Investment Advisory Corporate RIA Investment Programs for Banks and Credit Unions Innovative Technology Services Responsive and Agile Operating Model Comprehensive Suite of Products and Solutions Seasoned Practice Management Resources Direct Access to Senior Management Premium Service and Support fintech
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Frequently Asked Questions about Kevin Beard
Kevin Beard currently works for Atria Wealth Solutions.
Kevin Beard's role at Atria Wealth Solutions is Chief Growth Officer and Founding Partner, Atria Wealth Solutions.
Kevin Beard's email address is ***@atriawealth.com. To view Kevin Beard's full email address, please signup to ConnectPlex.
Kevin Beard works in the Financial Services industry.
Kevin Beard's colleagues at Atria Wealth Solutions are Rinaldo Ritonga, Skott McKinney, Victor Sun, Grant Cox, Joel Triemstra, Janie Snyder, Lance Arjona and others.
Kevin Beard's phone number is 888-566-1482
See more information about Kevin Beard