Douglas Beard Email & Phone Number
Planning Consultant @ Fidelity Investments
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Douglas Beard Location
- Rocklin, CA, US
Douglas Beard Work
- Planning Consultant @ (September 2025 - Present)
- Relationship Manager @ (July 2024 - Present)
- Sr. Investment Specialist @ (January 2020 - November 2023)
- Senior Internal Wholesaler @ (September 2009 - December 2019)
- Associate Regional Director @ (April 2008 - September 2009)
- Senior Internal Wholesaler @ (December 2002 - April 2008)
- Supervisor and Trainer - IRA Department @ (June 1993 - December 2002)
Douglas Beard Education
- Sierra College
Douglas Beard Skills
- Alternative Investments
- Uniform Combined State Law
- Series 63
- Retirement
- 401k
- Series 7
- Retirement Planning
- Securities
- Mutual Funds
Douglas Beard Summary
- Douglas Beard, based in Rocklin, CA, US, is currently a Planning Consultant at Fidelity Investments. Douglas Beard brings experience from previous roles at Fidelity Investments, Principal Asset Management, Principal Funds and Principal Funds Distributor, Inc. Douglas Beard holds a Sierra College. With a robust skill set that includes Alternative Investments, Uniform Combined State Law, Series 63, Retirement, 401k and more. Douglas Beard has 1 emails on RocketReach.
Looking for a different Douglas Beard?
Find contact details for 700 million professionals.
Others Named Douglas Beard
Douglas Beard
Planning Consultant
Rocklin, CA, US
Douglas Beard
General Manager Victoria
Mill Park, VIC, AU
Douglas Beard
Workforce Innovation Director
Covington, KY, US
Douglas Beard
Area Manager
Atlanta, GA, US
Douglas Beard
Co-Founder and Director
Trenton, FL, US
Douglas Beard
Head of Strategic Projects DMSt (Operations Part)
Nuremberg, BY, DE
Douglas Beard
Outside Sales Representative
Richardson, TX, US
Doug Beard
Chief Technology Officer
Texas, United States
Douglas Beard
Workforce Innovation Director
Cincinnati, OH, US
Top Fidelity Investments Employees
Pk Shiu
CTO, DeFi Startup
Boston, MA, US
Keith Dennelly
CIO Asset Management
Boston, MA, US
Eric Emerson
CIO - Brokerage Recordkeeping Technology
Boston, MA, US
Kristin White
Chief Financial Officer, Fidelity Brokerage
Boston, MA, US
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Michael Wilens
President, Enterprise Services
Boston, MA, US
Janet Clay
Managing Director of Research
Boston, MA, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Edmond Holohan
Chief Product Owner Application Security
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co