H. Beck, Inc
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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
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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
Laraine Mccoy Work History
Laraine has 10 years of experience.
Lpl Financial LLC
Mccoy Wealth Advisors
H. Beck, Inc
Laraine Mccoy has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at H. Beck, Inc