Joseph
Davis

H. Beck, Inc

CRD#62280
Investment Advisor
in Washington, DC
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About this Advisor

Joseph Davis is a certified financial planner and chartered financial consultant based in Washington, D.C. Currently an advisor with H. Beck, Inc, Davis has a notable 34 years of professional experience in the financial advisory industry. Davis has Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Davis is able to serve investors based out of Washington and D.C.. The advisor has gained experience at H. Beck, Inc and Davis Advisory Services, Inc. H. Beck, Inc is based out of Washington, D.C., and operates out of 426 other offices across the United States. In aggregate, H. Beck, Inc manages $1 billion in assets throughout 6,098 client accounts and retains more than 522 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 609 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 32% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. H. Beck, Inc provides 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

34 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

7059 Blair Road, Nw Suite 204
Washington, DC 20012

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H. Beck, Inc Brokerage Details

Total Assets Under Management

$1,332,188,797

DC Average: $6,889,882,315
Total Number of Employees

410

DC Average: 45
Total Number of Accounts

6,066

DC Average: 765
Average Account Size

$219,616

DC 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

Joseph Davis Work History

Joseph has 34 years of experience.

1994 - Present (25 years)

H. Beck, Inc

1984 - Present (35 years)

Davis Advisory Services, Inc

Disclosures

Joseph Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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