James
Beckman

Fifth Third Securities, Inc

CRD#2237189
Investment Advisor
in Bonita Springs, FL
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About this Advisor

James Beckman is a financial advisor operating out of Bonita Springs, Florida, who has been in the industry for 11 years. Beckman works at Fifth Third Securities, Inc. The advisor has gained experience at Fifth Third Securities and Westgate Capital. Beckman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Fifth Third Securities, Inc is an advisory business that has its headquarters in Bonita Springs, Florida. The firm has offices in 1,187 locations and a total of 1,333 employees. It handles $1 billion in assets under management between its 5,270 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides financial advisory services to nine charities and foundations. Of its 5,270 client accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. Fifth Third Securities, Inc performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees largely depend on which service is offered. However, fees billed by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

8800 West Terry Street
Bonita Springs, FL 34135

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$1,122,917,134

FL Average: $2,106,341,625
Total Number of Employees

1,414

FL Average: 34
Total Number of Accounts

6,165

FL Average: 1,972
Average Account Size

$182,144

FL Average: $1,068,125

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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
  • Selection of other advisers
  • Other

James Beckman Work History

James has 11 years of experience.

2009 - Present (10 years)

Fifth Third Securities

2007 - 2009 (2 years)

Westgate Capital

Disclosures

James Beckman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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