James
Beckman

Truist Advisory Services, Inc

CRD#2237189
Investment Advisor
in Naples, FL

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About this Advisor

James Beckman is a financial advisor operating out of Naples, Florida who has 1 year of relevant experience. Beckman currently works for Truist Advisory Services, Inc. The advisor has gained experience at Fifth Third Securities, Truist Advisory Services, Inc and Truist Investment Services, Inc. Beckman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida and Texas. Truist Advisory Services, Inc is a firm operating out of Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 employees. It controls $53 billion in total assets among its 125,600 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 85 charities and foundations. Of its 125,600 accounts, just 12% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Truist Advisory Services, Inc performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees for financial advisory services usually are based on which services are provided. Fee types billed by Truist Advisory Services, Inc likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

801 Laurel Oak Drive 2Nd Floor
Naples, FL 34108

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

FL Average: $3,570,121,308
Total Number of Employees

2,842

FL Average: 58
Total Number of Accounts

125,600

FL Average: 1,608
Average Account Size

$423,328

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

James Beckman Work History

James has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Truist Advisory Services, Inc

2022 - Present (2 years)

Truist Investment Services, Inc

2009 - 2022 (13 years)

Fifth Third Securities

*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 James Beckman 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 Truist Advisory Services, Inc

Tabitha Concepcion
Durham, NC
Brian Zarnick
Lexington, SC
Bridget Doane
Williamsburg, VA
Timothy Mann
Charlotte, NC
James Ahn
Fairfax, VA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Kathryn Miller
Merritt Island, FL

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.

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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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