Chad
Beck

H. Beck, Inc

CRD#5426006
Investment Advisor
in West Covina, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Chad Beck is an advisor based in West Covina, California. Currently a registered investment advisor at H. Beck, Inc, Beck has 10 years of practice as a registered advisor. Beck maintains Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Beck can act as an advisor in California. Their career trajectory has included roles at Wedbush Morgan Securities and H.Beck, Inc. H. Beck, Inc is headquartered in West Covina, California, and operates out of 426 additional locations across the United States. Overall, H. Beck, Inc manages $1 billion in assets dispersed across 6,066 client accounts and retains more than 410 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 841 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. H. Beck, Inc can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1000 Lakes Drive, Suite 420
West Covina, CA 91790

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.

H. Beck, Inc Brokerage Details

Total Assets Under Management

$1,332,188,797

CA Average: $6,889,882,315
Total Number of Employees

410

CA Average: 45
Total Number of Accounts

6,066

CA Average: 765
Average Account Size

$219,616

CA Average: $9,006,382

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Chad Beck Work History

Chad has 11 years of experience.

2011 - Present (9 years)

H.Beck, Inc

2009 - 2011 (2 years)

Wedbush Morgan Securities

Disclosures

Chad Beck has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at H. Beck, Inc

Timothy Stelling
Seattle, WA
Laraine Mccoy
Dublin, OH
Robert Gills
Thurmont, MD
Scott Nowak
Franklin, WI
Jordan Daugherty
Rockville, MD
James Van Putten Vink
Wellington, FL
John Orem
Rockville, MD
Louis Nemeth
Bethlehem, PA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started