H. Beck, Inc
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About this Advisor
Larry Takahashi is a certified financial planner who works in Torrance, California. Currently a registered advisor with H. Beck, Inc, Takahashi has 11 years of professional experience in the financial advisory industry. Takahashi has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Takahashi can work with investors based out of California. Throughout their career, they have worked at Ltt Financial Insurance Services and H. Beck, Inc. H. Beck, Inc is headquartered in Torrance, California, and has 426 brick-and-mortar locations in the country. In aggregate, H. Beck, Inc manages $1 billion in assets across 6,098 accounts and retains more than 522 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. The firm manages 609 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 32% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. H. Beck, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, 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
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 11 years of experience.
H. Beck, Inc
Ltt Financial Insurance Services
Larry Takahashi has no disclosures.
Please visit their SEC profile for more details.