Charles
Maxwell

H. Beck, Inc

CRD#1268385
Investment Advisor
in Largo, FL
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About this Advisor

Charles Maxwell is a financial advisor who works out of Largo, Florida, with 43 years in the industry. Maxwell is currently employed by H. Beck, Inc. During their career, the advisor has held roles at H. Beck, Inc, Mont. Co. Dept. Of Recreation and Charles C Maxwell. Maxwell has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Florida. H. Beck, Inc is a registered investment firm that has its headquarters in Largo, Florida. The company has offices in 426 locations and a total of 522 people on staff. It administers $1 billion in assets among its 6,098 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 6,098 customer accounts, 32% are held by high-net-worth investors who have more than $1 million in investable assets. H. Beck, Inc has a broad assortment of services, such as 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. Fees for financial management largely depend on which services the firm provides the client. However, fees charged by H. Beck, Inc most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

43 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Largo, FL

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H. Beck, Inc Brokerage Details

Total Assets Under Management

$1,379,876,436

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

522

FL Average: 45
Total Number of Accounts

6,098

FL Average: 765
Average Account Size

$226,283

FL Average: $9,006,382

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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
  • Educational seminars/workshops

Charles Maxwell Work History

Charles has 43 years of experience.

2004 - Present (15 years)

Charles C Maxwell

1995 - Present (24 years)

H. Beck, Inc

1975 - Present (44 years)

Mont. Co. Dept. Of Recreation

Disclosures

Charles Maxwell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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