Larry
Takahashi

H. Beck, Inc

CRD#5510115
Investment Advisor
in Torrance, CA

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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

Series 66, Certified Financial Planner

Years of Experience

13 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

3812 Sepulveda Blvd., Suite 480
Torrance, CA 90505

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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

Larry Takahashi Work History

Larry has 13 years of experience.

2008 - Present (12 years)

H. Beck, Inc

2007 - Present (13 years)

Ltt Financial Insurance Services

Disclosures

Larry Takahashi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at H. Beck, Inc

Scott Nowak
Franklin, WI
Robert Gills
Thurmont, MD
Laraine Mccoy
Dublin, OH
Timothy Stelling
Seattle, WA
Lois Bratkovich
Jacksonville, FL
Chad Beck
West Covina, CA
Louis Nemeth
Bethlehem, PA
Craig Oshoney
Knoxville, TN

This content was compiled from the SEC and FINRA.

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