Alex
Beck
Bofa Securities, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Alex Beck is a financial advisor who works in Los Angeles, California, with a total of 4 years of relevant experience. Beck currently works for Bofa Securities, Inc. During their career, Beck has held roles at Christopher Weil & Company, Christopher Weil & Company, Inc, Credit Suisse Securities (Usa) LLC, Ucla Anderson School Of Management, Merrill Lynch, Pierce, Fenner & Smith Inc and Bofa Securities, Inc. Beck holds Series 66 and Series 63 licenses, certifying them as a securities broker, and is registered to advise clients in California. Bofa Securities, Inc is a financial advisory company based out of New York, NY. It has offices in four locations and a total of 348 advisors. The advisory firm offers a set of services, such as publication of newsletters and other services. Fees charged by financial advisors largely depend on which services are offered. Fee types billed by Bofa Securities, Inc typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bofa Securities, Inc Brokerage Details
348
Investment Advisory Services
- Publication of periodicals or newsletters
- Other
Alex Beck Work History
Alex has been registered as a financial advisor for 4 years.*
Bofa Securities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Credit Suisse Securities (Usa) LLC
Christopher Weil & Company, Inc
Ucla Anderson School Of Management
Christopher Weil & Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alex Beck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bofa Securities, Inc
New York, NY
Bakersfield, CA
San Francisco, CA
New York, NY
Newport Beach, CA
Boston, MA
Los Angeles, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
