Daniel Beech, financial advisor Crystal Bay NV

Daniel Beech

CRD Number: 6169844
Current Firm: Western International Securities

Daniel Beech (CRD# 6169844) is an Investment Advisor Representative working at Western International Securities in Crystal Bay, NV and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Western International Securities, Inc. Pasadena, CA May 2016 - Current 5
Independent Financial Group, LLC Beverly Hills, CA Dec 2014 - Apr 2016 1
Nwf Advisory Los Angeles, CA May 2014 - Dec 2014 < 1
Beverly Hills Financial Planners LLC Beverly Hills, CA Feb 2013 - Apr 2014 1
Bank Of America Westlake Village, CA Nov 2011 - Jan 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
S65 NASAA Investment Advisors Law Examination Nov 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel K. Beech
Phone Number: (888) 793-7717
Firm Website: http://www.wisdirect.com
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    3,242
    MILLIONS
  • Total Number of Accounts
    9,800
    ACCOUNTS
  • Average Account Value
    $330,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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