James Bratsakis, financial advisor Houston TX
96 score

James Bratsakis

CRD Number: 1204855
Current Firm: H. Beck, Inc.

James Bratsakis (CRD# 1204855) is an Investment Advisor Representative working at H. Beck, Inc. in Houston, TX and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
H. Beck, Inc. Rockville, MD Jan 2011 - Current 5
Klene And Bratsakis Houston, TX Dec 2002 - Current 14
The O.n. Equity Sales Company Cincinnati, OH Apr 2007 - Dec 2010 3
Ohio National Financial Services Cincinnati, OH Nov 2003 - Dec 2010 7
The O.n. Equity Sales Company Cincinnati, OH Oct 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
Contact Info for James A. Bratsakis
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • TX
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
96
Clean Record
This advisor has a clean track record with regulators.

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