H. Beck, Inc

Investment Advisor
in Largo, FL
Are you Charles Maxwell? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

Largo, FL

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.

H. Beck, Inc Brokerage Details

Total Assets Under Management


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


FL Average: 45
Total Number of Accounts


FL Average: 765
Average Account Size


FL Average: $9,006,382

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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


Charles Maxwell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started