Robert
Gills

H. Beck, Inc

CRD#1922209
Investment Advisor
in Thurmont, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Gills is an advisor in Thurmont, Maryland. Currently a registered financial advisor at H. Beck, Inc, Gills has nine years of professional experience as a financial advisor. Gills maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Gills is able to work with investors in Maryland. During their career, the advisor has held roles at Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc and H.Beck, Inc. H. Beck, Inc is headquartered in Thurmont, Maryland, and has 426 brick-and-mortar locations in the United States. In total, H. Beck, Inc oversees $1 billion in assets dispersed across 6,066 accounts and employs more than 410 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 841 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. H. Beck, Inc offers 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, Series 65

Years of Experience

10 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

209 East Main Street
Thurmont, MD 21788

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

H. Beck, Inc Brokerage Details

Total Assets Under Management

$1,332,188,797

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

410

MD Average: 45
Total Number of Accounts

6,066

MD Average: 765
Average Account Size

$219,616

MD Average: $9,006,382

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert Gills Work History

Robert has 10 years of experience.

2011 - Present (9 years)

H.Beck, Inc

2010 - 2011 (1 year)

Cambridge Investment Research Advisors, Inc

2010 - 2011 (1 year)

Cambridge Investment Research, Inc

Disclosures

Robert Gills has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at H. Beck, Inc

Robert Gills
Thurmont, MD
Scott Nowak
Franklin, WI
Timothy Stelling
Seattle, WA
Laraine Mccoy
Dublin, OH
Chad Beck
West Covina, CA
Mark Miller
South Jordan, UT
Philip Pasho
Sarasata, FL
Estevan Botello
West Covina, CA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started