Robert Beck, financial advisor Billings MT

Robert Beck

Rockhopper Financial

CRD Number: 3099918
Current Firm: Lpl Financial LLC
Compensation Model: Both
Robert Beck (CRD# 3099918) is an Investment Advisor Representative working at Lpl Financial LLC in Billings, MT and has over 18 years of experience in the finance industry.
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Company Name Location Dates Years
Lpl Financial, LLC Billings, MT Nov 2014 - Current 9
American Express Financial Advisors Inc. Billings, MT Jul 1998 - Nov 2014 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Robert C. Beck
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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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BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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