Benjamin BurgesonCRD Number: 1418895
Current Firm: H. Beck, Inc.
Benjamin Burgeson (CRD# 1418895) is an Investment Advisor Representative working at H. Beck, Inc. in Jacksonville, TX and has over 30 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Nfp Advisor Services, LLC
|H.beck, Inc.||Rockville, MD||Nov 2009 - Current||6|
|New England Financial||Houston, TX||Oct 2006 - Oct 2009||3|
|H&r Block Financial Advisors||Houston, TX||Dec 1992 - Oct 2006||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 2000|
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