Robert
Beswick
Preisz Financial
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About this Advisor
Robert Beswick is a certified financial planner and chartered financial consultant working out of Portland, Oregon with a total of 13 years of relevant experience. Beswick works at Preisz Financial. The advisor has gained experience at Lpl Financial, LLC and Preisz Financial. Beswick maintains a Series 63 license, which qualifies them as a securities agent, and can advise clients in Oregon and Washington. Preisz Financial is an advisory business based out of Portland, OR. It manages $481 million in assets under management across its 440 accounts, placing it among the larger firms in the United States by assets under management. Of its 440 client accounts, just 13% are held by high-net-worth individuals who have greater than $1 million in assets. The firm offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which service is offered. Fee types charged by Preisz Financial most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Preisz Financial Brokerage Details
$480,797,782
9
440
$1,092,722
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Beswick Work History
Robert has been registered as a financial advisor for 13 years.*
Preisz Financial
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Beswick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Preisz Financial
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
