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No Trading Instructions Accepted Via Email or Voicemail: Beaird Harris ‘s trading policy requires that all trading instructions must be submitted via a live phone call to one of Beaird Harris’s representatives during regular business hours, which are 8:30 AM to 5:00 PM Monday thru Thursday and 8:30 AM to 12:00 PM on Friday. Beaird Harris is not responsible for placing any trades via instructions left through electronic mail or voice mail.
Changes and Requests: Please remember to contact Beaird Harris Wealth Management, LLC (“Beaird Harris”), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Beaird Harris effect any specific transactions for your account. Beaird Harris shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available for your review upon request or at https://bh-co.com/adv-part-2a/.
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