Louis
Nemeth

H. Beck, Inc

CRD#1465420
Investment Advisor
in Bethlehem, PA

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About this Advisor

Louis Nemeth is an advisor who works in Bethlehem, Pennsylvania. Currently an advisor at H. Beck, Inc, they have accrued 10 years of professional experience. Nemeth holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Nemeth can work with clients based out of Pennsylvania. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc and H. Beck, Inc. H. Beck, Inc is located in Bethlehem, Pennsylvania, and has 426 additional brick-and-mortar locations in the nation. In total, H. Beck, Inc manages $1 billion in assets throughout 6,066 client accounts and retains more than 410 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 841 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the advisor firm's customers are high-net-worth individuals, meaning they have over $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

Yes

Office Location

Bethlehem, PA

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H. Beck, Inc Brokerage Details

Total Assets Under Management

$1,332,188,797

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

410

PA Average: 45
Total Number of Accounts

6,066

PA Average: 765
Average Account Size

$219,616

PA 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

Louis Nemeth Work History

Louis has 11 years of experience.

2013 - Present (7 years)

H. Beck, Inc

2009 - 2013 (4 years)

Transamerica Financial Advisors, Inc

Disclosures

Louis Nemeth has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at H. Beck, Inc

Laraine Mccoy
Dublin, OH
Scott Nowak
Franklin, WI
Timothy Stelling
Seattle, WA
Robert Gills
Thurmont, MD
Chad Beck
West Covina, CA
Lois Bratkovich
Jacksonville, FL
Louis Nemeth
Bethlehem, PA
Larry Fisher
Kingwood, TX

This content was compiled from the SEC and FINRA.

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