Laraine
Mccoy

H. Beck, Inc

CRD#5468492
Investment Advisor
in Dublin, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Laraine Mccoy is an investment advisor who is based in Dublin, Ohio. Currently an investment advisor at H. Beck, Inc, they have accumulated nine years of professional experience as a financial advisor. Mccoy is registered to serve customers in Ohio. Throughout their career, Mccoy has worked at H. Beck, Inc, Lpl Financial LLC and Mccoy Wealth Advisors. H. Beck, Inc is headquartered in Dublin, Ohio, and operates out of 426 other offices across the country. In total, H. Beck, Inc oversees $1 billion in assets covering 6,066 client accounts and employs more than 410 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. 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 advisor firm's customers are high-net-worth individuals, meaning they have over $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.

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

Dublin, OH

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

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

410

OH Average: 45
Total Number of Accounts

6,066

OH Average: 765
Average Account Size

$219,616

OH 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

Laraine Mccoy Work History

Laraine has 10 years of experience.

2019 - Present (1 year)

Lpl Financial LLC

2010 - Present (10 years)

Mccoy Wealth Advisors

2010 - 2019 (9 years)

H. Beck, Inc

Disclosures

Laraine Mccoy 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
Christopher Leggett
Vienna, VA
John Orem
Rockville, MD
Eldon Good
Lexington, KY
Joseph Martin
York, PA

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