Robert BeckCRD Number: 6224944
Current Firm: Allegis Investment Advisors, LLC
Robert Beck (CRD# 6224944) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Bountiful, UT and has over 4 years of experience in the finance industry.
Uma Financial Services Inc.
Foresters Equity Services, Inc.
|Allegis Investment Advisors Fka Bowengroup Advisors, LLC||Idaho Falls, ID||Jul 2013 - Current||4|
|Cmis||Bountiful, UT||Sep 2010 - Current||7|
|Kpmg||Salt Lake City, UT||Jan 2009 - Sep 2010||1|
|Haynie & Company, Cpa||Salt Lake City, UT||Aug 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
Total Assets Under Management380MILLIONS
Total Number of Accounts3,500ACCOUNTS
Average Account Value$108,571
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA