H. Beck, Inc
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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
Years of Experience
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H. Beck, Inc Brokerage Details
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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.
Wedbush Morgan Securities
Chad Beck has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at H. Beck, Inc