Robert Beckett (CRD# 1238616) is an Investment Advisor Representative working at Summit Financial, LLC in Danbury, CT and has over 33 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Summit Financial, LLC | Parsippany, NJ | Nov 2018 - Current | 5 |
Purshe Kaplan Sterling Investments | Albany, NY | Sep 2018 - Current | 5 |
Summit Risk Management | Parsippany, NJ | Apr 2010 - Current | 14 |
Summit Equities, Inc. | Parsippany, NJ | Apr 2010 - Dec 2018 | 8 |
Summit Financial Resources, Inc. | Parsippany, NJ | Apr 2010 - Sep 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1991 |
S65 | NASAA Investment Advisors Law Examination | Aug 2000 |
- CT
- NJ
-
Total Assets Under Management8,016MILLIONS
-
Total Number of Accounts13,712ACCOUNTS
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Average Account Value$584,580
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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