Mark Beckrich, financial advisor Des Peres MO

Mark Beckrich

CRD Number: 4925166
Current Firm: Cornerstone Wealth Management, LLC
Compensation Model: Both
Mark Beckrich (CRD# 4925166) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 12 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Cornerstone Wealth Management Des Peres, MO Aug 2012 - Current 8
Lpl Financial Des Peres, MO Apr 2012 - Current 8
Edward Jones St. Louis, MO Apr 2006 - Apr 2012 6
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) May 2005
S66 NASAA Uniform Combined State Law Examination May 2005
S31 Futures Managed Funds Examination May 2005
Contact Info for Mark E. Beckrich
Phone Number: 636-397-6200
Advisor Website: http://www.mycwmusa.com
Registered State(s):
  • MO
  • TX
  • IL
  • AZ
  • KS
  • MN
  • OK
By the Numbers
  • Total Assets Under Management
    2,325
    MILLIONS
  • Total Number of Accounts
    12,996
    ACCOUNTS
  • Average Account Value
    $178,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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

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