Fifth Third Securities, Inc
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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
Years of Experience
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Fifth Third Securities, Inc Brokerage Details
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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
James Beckman Work History
James has 11 years of experience.
Fifth Third Securities
James Beckman has no disclosures.
Please visit their SEC profile for more details.