Craig
Oshoney

H. Beck, Inc

CRD#2219773
Investment Advisor
in Knoxville, TN

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About this Advisor

Craig Oshoney is a financial advisor operating in Knoxville, Tennessee, who has been in the industry for 10 years. Oshoney currently works for H. Beck, Inc. They have been with H. Beck, Inc for their total career. Oshoney has a Series 63 license, certifying them as a securities agent, and is approved to advise clients in Tennessee. H. Beck, Inc is an advisory company that has its headquarters in Knoxville, Tennessee. It has offices in 426 locations and a total of 410 employees. It has $1 billion in assets under management across its 6,066 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 11 charitable organizations. Of its 6,066 client accounts, just 9% are associated with high-net-worth investors who have at least $1 million in assets available to invest. H. Beck, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which services are offered. However, fees billed by H. Beck, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

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

9724 Kingston Pike Suite 305C
Knoxville, TN 37922

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H. Beck, Inc Brokerage Details

Total Assets Under Management

$1,332,188,797

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

410

TN Average: 45
Total Number of Accounts

6,066

TN Average: 765
Average Account Size

$219,616

TN 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

Craig Oshoney Work History

Craig has 11 years of experience.

2009 - Present (11 years)

H.Beck Inc

Disclosures

Craig Oshoney has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at H. Beck, Inc

Robert Gills
Thurmont, MD
Scott Nowak
Franklin, WI
Timothy Stelling
Seattle, WA
Laraine Mccoy
Dublin, OH
Chad Beck
West Covina, CA
Mark Miller
South Jordan, UT
Philip Pasho
Sarasata, FL
Estevan Botello
West Covina, CA

This content was compiled from the SEC and FINRA.

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