Robert Teofilo, financial advisor Elm Grove WI
93 score

Robert Teofilo

CRD 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 37 years of experience in the finance industry.

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Company Name Location Dates Years
H. Beck, Inc. Rockville, MD Jan 2010 - Current 6
Beacon Benefits Group Brookfield, WI Nov 1999 - Current 17
Elmbrook Insurance Group Brookfield, WI Feb 1992 - Current 24
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
Contact Info for Robert P. Teofilo
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,825
    MILLIONS
  • Total Number of Accounts
    10,457
    ACCOUNTS
  • Average Account Value
    $174,531
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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