Drake Beck, financial advisor Los Angeles CA
90 score

Drake Beck

CRD Number: 6068254
Current Firm: Charles Schwab & Company, Inc.

Drake Beck (CRD# 6068254) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Angeles, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Los Angeles, CA Jul 2014 - Current 2
Charles Schwab & Company,inc Los Angeles, CA May 2012 - Current 4
Sentry Insurance Scottsdale, AZ Feb 2011 - May 2012 1
Terravita Country Club Scottsdale, AZ Nov 2009 - Feb 2011 1
Off Madison Ave Tempe, AZ Aug 2009 - Dec 2009 < 1
Woods Tennis Center Lincoln, NE Aug 2007 - Aug 2009 2
Lake Bryn Mawr Camp Honesdale, PA Jun 2007 - Aug 2007 < 1
University Of Nebraska-lincoln Lincoln, NE Aug 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Drake S. Beck
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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