Estevan
Botello

H. Beck, Inc

CRD#5130873
Investment Advisor
in West Covina, CA

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About this Advisor

Estevan Botello is an advisor whose office is in West Covina, California. Currently an advisor at H. Beck, Inc, they have accrued 10 years of practice in the financial advisory industry. Botello has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Botello can serve clients in California. Throughout their career, Botello has worked at Wells Fargo Advisors LLC, Wells Fargo Wealth Brokerage Insurance Agency, LLC, Advantage Professional, H. Beck, Inc, Dsi Wealth Management, Inc and Dsi Wealth Management. H. Beck, Inc is based out of West Covina, California, and has 426 other offices throughout the nation. As a company, H. Beck, Inc oversees $1 billion in assets across 6,066 accounts and employs more than 410 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 841 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. H. Beck, Inc offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

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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

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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

Estevan Botello Work History

Estevan has 11 years of experience.

2014 - Present (6 years)

Dsi Wealth Management

2013 - Present (7 years)

H. Beck, Inc

2013 - Present (7 years)

Dsi Wealth Management, Inc

2010 - 2011 (1 year)

Wells Fargo Advisors LLC

2010 - 2011 (1 year)

Wells Fargo Wealth Brokerage Insurance Agency, LLC

2010 - 2010 (< 1 year)

Advantage Professional

Disclosures

Estevan Botello has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at H. Beck, Inc

Scott Nowak
Franklin, WI
Timothy Stelling
Seattle, WA
Laraine Mccoy
Dublin, OH
Robert Gills
Thurmont, MD
Joseph Martin
York, PA
Jerry Gross
Feasterville Trevose, PA
Gerrell Jackson
Carson, CA
Louis Nemeth
Bethlehem, PA

This content was compiled from the SEC and FINRA.

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