Steven Beck, financial advisor Louisville KY

Steven Beck

CRD Number: 6720977
Current Firm: Argi Investment Services, LLC

Steven Beck (CRD# 6720977) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has 1 year of experience in the finance industry. Steven Beck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Argi Louisville, KY Mar 2016 - Current 5
Pnc Wealth Management Louisville, KY Aug 2014 - Mar 2016 1
University Of Kentucky Law School Lexington, KY Aug 2011 - Aug 2014 3
Unemployed - Studying For Lsat Louisville, KY Dec 2010 - Aug 2011 < 1

Steven Beck has no recent exams reported.
Contact Info for Steven C. Beck
Phone Number: 502-753-0609
Firm Website: http://www.argi.net
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    3,700
    MILLIONS
  • Total Number of Accounts
    11,649
    ACCOUNTS
  • Average Account Value
    $317,657
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VI, WA, WV

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