Mark
Miller

H. Beck, Inc

CRD#1342855
Investment Advisor
in South Jordan, UT

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About this Advisor

Mark Miller is a certified financial planner and chartered financial consultant based out of South Jordan, Utah, who has been in the advisory business for 10 years. Miller is currently employed by H. Beck, Inc. During their career, Miller has held roles at H. Beck, Inc, Altius Mortgage Group Lc - Mortgage Loan Brokerage and Lyft Driver. Miller has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Utah. H. Beck, Inc is an advisory firm that has its headquarters in South Jordan, Utah. The company has offices in 426 locations and a total of 410 people on staff. It controls $1 billion in assets between its 6,066 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 11 charitable organizations. Of its 6,066 client accounts, just 9% belong to high-net-worth investors who have at least $1 million in investable assets. The company performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically vary depending on the financial services. However, fee types billed by H. Beck, Inc may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

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

South Jordan, UT

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H. Beck, Inc Brokerage Details

Total Assets Under Management

$1,332,188,797

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

410

UT Average: 45
Total Number of Accounts

6,066

UT Average: 765
Average Account Size

$219,616

UT 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

Mark Miller Work History

Mark has 11 years of experience.

2019 - Present (1 year)

Lyft Driver

2014 - Present (6 years)

Altius Mortgage Group Lc - Mortgage Loan Brokerage

2009 - Present (11 years)

H. Beck, Inc

Disclosures

Mark Miller has 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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