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
| Title | Managing Director, Vice President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2000 |
Beaird Harris Wealth Management, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |