Cambridge Investment Research Advisors
47yrs
Top advisor by experience in Roanoke
New
Nathan Beard
Financial advisor at Beard Financial Planning
Nathan Beard is a fiduciary financial advisor in Roanoke, Virginia, registered since Nov 2025. After less than a year at Upward Financial Planning, Nathan joined Beard Financial Planning in 2026, a firm offering financial planning and investment management. Beard Financial Planning reports being paid through a percentage of assets.
One of 365 advisors with offices in Roanoke, and one of 350 fiduciaries.
At a glance
ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
OfficeRoanoke, VA
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Beard Financial Planning
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2026 – nowBeard Financial Planning LLCCurrent firm
- Nov 2025 – Dec 2025Upward Financial PlanningPreviously
Contact Nathan
(540) 404-1106Beard Financial Planning main office Roanoke, VAOffice · Get directions Facebook pageBeard Financial PlanningIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Nathan
How do I contact Nathan?
Call Beard Financial Planning at (540) 404-1106 and ask for Nathan Beard. Nathan works from the Roanoke, VA office.
How long has Nathan been a financial advisor?
Nathan is new to the profession, registered since Nov 2025, and holds 1 license.
What licenses does Nathan hold?
Series 65. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Beard Financial Planning reports being paid by a percentage of the assets they manage. Ask Nathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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