Executive Vice President of Recruiting
Kevin Beard is Executive Vice President for Recruiting for Royal Alliance Associates, Inc. Kevin and his team recruit new advisors and super OSJs to the broker-dealer and provide assistance to current advisors in support of their recruiting efforts.
Prior to joining Royal Alliance in 2009, Kevin served as Regional Director at Rehmann Group, where he was responsible for recruiting and acquisition of wealth management firms, as well as developing strategies on the distribution of platforms within other CPA firms and broker-dealers.
In 2007 Kevin co-founded Innovative Advanced Resources, a company that assisted high net-worth advisors, registered investment advisors and asset managers with their distribution needs. As managing partner, he was instrumental in implementing business development initiatives and marketing the firm’s core products and services.
In 2007 Kevin established Beard Management, where he provided business development resources to broker-dealers and financial services firms. From 2001 to 2007, he was senior field vice president for Pacific Select Group (PSG) and director of business development (PSG) where he was successful in recruiting hundreds of financial advisors with more than $125 million in gross dealer concessions to the firms. In addition to serving as the lead business development
manager at PSG, Kevin also developed and managed the business development process and team, and he directed marketing and public relations programs.
Kevin attended Kent State University and holds the series 7, 24 and insurance licenses. He is a member of the Financial Planning Association (FPA) Northeast Ohio Chapter and the FSI.