H. Beck, Inc
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About this Advisor
Lois Bratkovich is a certified financial planner who lives in Jacksonville, Florida. Currently an investment advisor at H. Beck, Inc, Bratkovich has 10 years of practice as a registered advisor. Bratkovich has a Series 63 license, which certifies them as a securities representative. Bratkovich can operate based out of Florida. Their career trajectory has included roles at Namey Financial Group, Verso Wealth Strategists, H. Beck, Inc, Dba Lois Bratkovich and Lpl Financial LLC. H. Beck, Inc is headquartered in Jacksonville, Florida, and operates out of 426 offices across the United States. In total, H. Beck, Inc manages $1 billion in assets throughout 6,066 accounts and retains more than 410 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 841 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. H. Beck, Inc provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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H. Beck, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lois Bratkovich Work History
Lois has 11 years of experience.
Dba Lois Bratkovich
Lpl Financial LLC
Namey Financial Group
H. Beck, Inc
Verso Wealth Strategists
Lois Bratkovich has no disclosures.
Please visit their SEC profile for more details.
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