H. Beck, Inc
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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
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
Robert Gills Work History
Robert has 10 years of experience.
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Robert Gills has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at H. Beck, Inc