Brandon
Beck
Familywealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Brandon Beck is a financial advisor based in Lake Mary, Florida who has 1 year of industry experience. Beck is currently employed by Familywealth. The advisor has gained experience at First Financial Securities, Centerstreet Securities, Blackston Financial Advisory Group, LLC, Beck LLC, Brookstone Capital Management, First Financial Group Of America, Na and Familywealth Advisers, LLC. Beck maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Florida. Familywealth is an advisory firm headquartered in Lake Mary, FL. The firm has offices in nine locations and a total of 14 advisors. It has $263 million in total assets between its 606 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 606 customer accounts, just 5% belong to high-net-worth clients who have more than $1 million in assets. The company provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial management fees vary depending on which services the firm provides the client. However, fee types charged by Familywealth likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Familywealth Brokerage Details
$263,329,287
14
606
$434,537
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Brandon Beck Work History
Brandon has been registered as a financial advisor for 1 years.*
Familywealth Advisers, LLC
Blackston Financial Advisory Group, LLC
Beck LLC
Centerstreet Securities
Brookstone Capital Management
First Financial Securities
First Financial Group Of America
Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Beck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Familywealth
Pensacola, FL
Arlington, TX
Lake Mary, FL
Stow, OH
Lake Mary, FL
Palo Alto, CA
Panama City Beach, FL
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, 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. 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.
