Robert
Davis

H. Beck, Inc

CRD#4645672
Investment Advisor
in Muskegon, MI

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About this Advisor

Robert Davis is a financial advisor who is based out of Muskegon, Michigan. Currently an advisor with H. Beck, Inc, Davis has 11 years of experience as a registered advisor. Davis has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Davis is registered to serve customers based out of Michigan. Davis has spent their entire career at H. Beck, Inc. H. Beck, Inc is based out of Muskegon, Michigan, and operates out of 343 brick-and-mortar locations across the United States. Overall, H. Beck, Inc manages $2 billion in assets across 6,268 accounts and retains more than 614 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 843 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 36% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. H. Beck, Inc can provide 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

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

318 Houston Avenue
Muskegon, MI 49441

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H. Beck, Inc Brokerage Details

Total Assets Under Management

$1,552,545,431

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

614

MI Average: 45
Total Number of Accounts

6,268

MI Average: 765
Average Account Size

$247,694

MI 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

Robert Davis Work History

Robert has 11 years of experience.

2009 - Present (12 years)

H.Beck, Inc

Disclosures

Robert Davis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at H. Beck, Inc

Joseph Martin
York, PA
Tamaris Conkleton
Heartland, TX
Steven Treberg
Minneapolis, MN
Gregory Davis
Minneapolis, MN
Robert Williams
Troy, PA
Reena Oettinger
Ocean City, MD
Christopher Payne
Temecula, CA
Robert Gills
Thurmont, MD

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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