Robert TeofiloCRD Number: 867028
Current Firm: H. Beck, Inc.
Robert Teofilo (CRD# 867028) is an Investment Advisor Representative working at H. Beck, Inc. in Elm Grove, WI and has over 38 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|H. Beck, Inc.||Rockville, MD||Jan 2010 - Current||8|
|Beacon Benefits Group||Brookfield, WI||Nov 1999 - Current||18|
|Elmbrook Insurance Group||Brookfield, WI||Feb 1992 - Current||25|
|Lpl Financial Corporation||Brookfield, WI||Sep 2009 - Dec 2009||< 1|
|Waterstone Financial Group||Itasca, IL||Sep 2002 - Dec 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1979|
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