Lois
Bratkovich

H. Beck, Inc

CRD#4923229
Investment Advisor
in Jacksonville, FL

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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

Series 63, Certified Financial Planner

Years of Experience

11 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

Disclosures

No

Office Location

9905 Old St. Augustine Rd., Suite 301
Jacksonville, FL 32257

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H. Beck, Inc Brokerage Details

Total Assets Under Management

$1,332,188,797

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

410

FL Average: 45
Total Number of Accounts

6,066

FL Average: 765
Average Account Size

$219,616

FL Average: $9,006,382

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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.

2019 - Present (1 year)

Dba Lois Bratkovich

2019 - Present (1 year)

Lpl Financial LLC

2013 - Present (7 years)

Namey Financial Group

2010 - 2019 (9 years)

H. Beck, Inc

2009 - 2013 (4 years)

Verso Wealth Strategists

Disclosures

Lois Bratkovich has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at H. Beck, Inc

Timothy Stelling
Seattle, WA
Scott Nowak
Franklin, WI
Laraine Mccoy
Dublin, OH
Robert Gills
Thurmont, MD
Morgan Haeberlin
Rockville, MD
Tamaris Conkleton
Heartland, TX
Thomas Clinton
Worcester, MA
Philip Pasho
Sarasata, FL

This content was compiled from the SEC and FINRA.

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