Advisor at Stonepath Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cadiz, KY
Credentials
Series 63, Series 65
Industry experience
5 years
Raymond Beaird is a financial advisor at Stonepath Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Packerland Brokerage Services. Outside of finance, he serves as a deputy with the Christian County Sheriff Office and works as an independent insurance agent. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans, offering discretionary investment management, financial planning, model portfolios, and retirement plan advisory services. The firm uses a customized, fiduciary-driven investment approach that combines fundamental and technical analysis to build diversified portfolios.
Based on Stonepath Wealth Management
Based on Stonepath Wealth Management
Up to $20,000 per engagement for fixed financial planning fees
$0+: Up to 1.65% annually (investment management fees, negotiable and based on factors such as scope, complexity, asset level, and relationship) $0+: Up to 1.90% annually (model management fees, negotiable)
Up to $300 per hour for financial planning services
Up to $20,000 annually paid monthly in advance for ongoing financial planning services
Fee-only: Investment management fees, model management fees, financial planning fees (hourly, fixed, annual ongoing), consulting fees, retirement plan advisory fees
Cadiz, KY
Kentucky
Stonepath Wealth Management
2024 - Present (2 years)
Packerland Brokerage Services
2021 - 2024 (3 years)
Christian County Sheriff Office
2019 - 2026 (7 years)
Bee Dog Services LLC
2018 - 2019 (1 year)
City of Hopkinsville
1998 - 2018 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Cadiz, KY
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Series 66
Cadiz, KY
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Series 66
Cadiz, KY
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Patrick Dawson is a financial advisor with Edward Jones in Cadiz, KY, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at FNB Bank Inc. from 2000 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.
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