Douglas BeckCRD Number: 1022113
Current Firm: Sagepoint Financial, Inc.
Douglas Beck (CRD# 1022113) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Forest Lake, MN and has over 24 years of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Sagepoint Financial, Inc.||Forest Lake, MN||Jan 2009 - Current||9|
|Aig Financial Advisors, Inc.||Forest Lake, MN||Oct 2008 - Jan 2009||< 1|
|Aig American General Life Insurance Company||Forest Lake, MN||Oct 2002 - Oct 2008||6|
|American General Securities Incorporated||Forest Lake, MN||Oct 2002 - Oct 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1994|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management5,165MILLIONS
Total Number of Accounts25,703ACCOUNTS
Average Account Value$200,939
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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