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Steven Mark Lugar

Managing Director, Vice PresidentBeaird Harris Wealth Management, LLCCRD 1044095

About Steven Mark Lugar

Steven Mark Lugar is listed as Managing Director, Vice President at Beaird Harris Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. Steven Mark Lugar is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Beaird Harris Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Steven Mark Lugar work?

Steven Mark Lugar is listed as Managing Director, Vice President at Beaird Harris Wealth Management, LLC on SEC Form ADV.

How much of Beaird Harris Wealth Management, LLC does Steven Mark Lugar own?

Form ADV reports a beneficial ownership band of Under 5%.

Beaird Harris Wealth Management, LLC

TitleManaging Director, Vice President
OwnershipUnder 5%
Control personYes
Since2000
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Beaird Harris Wealth Management, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2021
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