Jeffrey TobinCRD Number: 6231388
Current Firm: H. Beck, Inc.
Jeffrey Tobin (CRD# 6231388) is an Investment Advisor Representative working at H. Beck, Inc. in Columbia, MD and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Planning Solutions Group, LLC
|H. Beck, Inc.||Bethesda, MD||Aug 2013 - Current||3|
|Patuxent Financial Planners, LLC||Columbia, MD||Jul 2013 - Current||3|
|Johns Hopkins University||Baltimore, MD||Jan 2009 - Jun 2013||4|
|Capitol College||Laurel, MD||Jan 2009 - Aug 2012||3|
|John Hopkins University||Baltimore, MD||Jun 2008 - Jan 2009||< 1|
|American Institute For Research||Baltimore, MD||Jan 2008 - Jun 2008||< 1|
|Camp Airy||Thurmont, MD||Jan 2007 - Sep 2007||< 1|
|Towson University||Towson, MD||Aug 2002 - Jun 2007||4|
|Ledo Pizza||Timonium, MD||Apr 2006 - Oct 2006||< 1|
|Dominos||Towson, MD||Nov 2005 - Apr 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
|S63||Uniform Securities State Law Examination||Feb 2014|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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