H. Beck, Inc
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About this Advisor
Larry Takahashi is a certified financial planner located in Torrance, California. Currently an investment advisor with H. Beck, Inc, they have accumulated 12 years of work experience. Takahashi maintains a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Takahashi is registered to work with clients in California. Their career trajectory has included roles at Ltt Financial Insurance Services and H. Beck, Inc. H. Beck, Inc is located in Torrance, California, and operates out of 426 additional locations in the country. In aggregate, H. Beck, Inc oversees $1 billion in assets covering 6,066 client accounts and retains more than 410 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 841 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in 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 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
Larry Takahashi Work History
Larry has 13 years of experience.
H. Beck, Inc
Ltt Financial Insurance Services
Larry Takahashi has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at H. Beck, Inc
West Covina, CA