Michael
Beck

Cambridge Investment Research Advisors, Inc

CRD#6954011
Investment Advisor
in Mill Valley, CA

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About this Advisor

Michael Beck is a chartered financial analyst working in Mill Valley, California, who has been in the advisory business for 15 years. Beck works at Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Cambridge Investment Research, Inc, Phoenix Investment Adviser, LLC, Goldentree Asset Management, Actuarial Business Solutions and Cambridge Investment Research Advisors, Inc. Beck has a Series 63 license, certifying them as a securities representative, and is able to operate in California and Texas. Cambridge Investment Research Advisors, Inc is a business headquartered in Mill Valley, California. The company has offices in 2,023 locations and a total of 3,264 people on staff. It handles $82 billion in assets across its 382,713 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 382,713 client accounts, just 11% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial management fees typically depend on which service is provided. Fees charged by Cambridge Investment Research Advisors, Inc can be comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

203 Flamingo Rd. Ste 108
Mill Valley, CA 94941

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,247,302,732

CA Average: $9,259,360,772
Total Number of Employees

3,264

CA Average: 166
Total Number of Accounts

382,713

CA Average: 7,189
Average Account Size

$214,906

CA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Michael Beck Work History

Michael has 15 years of experience.

2019 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2018 - Present (5 years)

Cambridge Investment Research, Inc

2018 - Present (5 years)

Actuarial Business Solutions

2014 - 2018 (4 years)

Phoenix Investment Adviser, LLC

2007 - 2014 (7 years)

Goldentree Asset Management

Disclosures

Michael Beck has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Brent Wadzita
Pensacola, FL
Owen Kane
Wayzata, MN
Anthony Rich
Saint Louis, MO
Brian Siems
Fairfield, IA
Jamie Hugunin
Clinton, IA
Arthur Connor
Lombard, IL
Lindsey Klinkhammer
Northfield, MN
Stephanie Olson
San Anselmo, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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