Carol Beck, financial advisor Carnegie PA
96 score

Carol Beck

CRD Number: 1345244
Current Firm: Cambridge Investment Research Advisors, Inc.

Carol Beck (CRD# 1345244) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Carnegie, PA and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Oct 2011 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2011 - Current 5
Connecticut General Life Ins. Company Pittsburgh, PA Nov 1984 - Current 32
Sandra Solomon Associates Pittsburgh, PA Jan 1980 - Current 36
Mt. Lebanon Recreation Pittsburgh, PA Mar 1977 - Current 39
Walnut Street Securities, Inc. Carnegie, PA Mar 1992 - Sep 2011 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Carol T. Beck
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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