Larry
Fisher

H. Beck, Inc

CRD#5470246
Investment Advisor
in Kingwood, TX

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About this Advisor

Larry Fisher is a financial advisor whose office is in Kingwood, Texas. Currently a registered advisor with H. Beck, Inc, they have accumulated 10 years of professional experience in the financial advisory industry. Fisher maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Fisher is registered to work with investors in Texas. During their career, Fisher has held roles at H.D. Vest Investment Services, L. Todd Fisher, Cpa Pc, H. Beck, Inc, Lpl Financial LLC and Symphony Financial, LTD Co. H. Beck, Inc is headquartered in Kingwood, Texas, and has 426 other brick-and-mortar locations throughout the United States. As a company, 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 makes it one of the largest financial advisory firms in the country. The firm manages 841 accounts on a discretionary basis, meaning 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 more than $1 million in capital. H. Beck, Inc can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients 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

No

Office Location

700 Rockmead Drive Suite 100
Kingwood, TX 77339

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H. Beck, Inc Brokerage Details

Total Assets Under Management

$1,332,188,797

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

410

TX Average: 45
Total Number of Accounts

6,066

TX Average: 765
Average Account Size

$219,616

TX 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

Larry Fisher Work History

Larry has 11 years of experience.

2017 - Present (3 years)

H. Beck, Inc

2011 - Present (9 years)

Lpl Financial LLC

2009 - Present (11 years)

L. Todd Fisher, Cpa Pc

2016 - 2017 (1 year)

Symphony Financial, LTD Co

2011 - 2011 (< 1 year)

H. Beck, Inc

2009 - 2011 (2 years)

H.D. Vest Investment Services

Disclosures

Larry Fisher has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at H. Beck, Inc

Scott Nowak
Franklin, WI
Laraine Mccoy
Dublin, OH
Timothy Stelling
Seattle, WA
Robert Gills
Thurmont, MD
John Orem
Rockville, MD
Edward Bove
Rockville, MD
Bret Snover
Rockville, MD
Charles Peiffer
State College, PA

This content was compiled from the SEC and FINRA.

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