Hershel ProffittCRD Number: 1130622
Current Firm: H. Beck, Inc.
Hershel Proffitt (CRD# 1130622) is an Investment Advisor Representative working at H. Beck, Inc. in Mansfield, OH and has over 31 years of experience in the finance industry.
Lincoln Douglas Investments, LLC
Sterne Agee Investment Advisor Services, Inc.
Raymond James Financial Services Advisors, Inc.
|H. Beck, Inc.||Rockville, MD||Jan 2010 - Current||7|
|Self Employed||Mansfield, OH||Aug 1981 - Current||36|
|Mutual Benefit Life||Mansfield, OH||Jul 1981 - Current||36|
|Fsc Securities Corporation||Atlanta, GA||Jan 2003 - Dec 2009||6|
|Fsc Securities Corporation||Worthington, OH||Nov 2001 - Dec 2009||8|
|Fsc Agency||Atlanta, GA||Nov 2001 - Dec 2009||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
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