Daniel Beckwith, financial advisor Pasadena CA

Daniel Beckwith

CRD Number: 6342650
Current Firm: First Financial Consulting

Daniel Beckwith (CRD# 6342650) is an Investment Advisor Representative working at First Financial Consulting in Pasadena, CA and has over 6 years of experience in the finance industry. Daniel Beckwith 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
First Financial Consulting Pasadena, CA Aug 2018 - Current 2
Wescap Group Glandale, CA Sep 2016 - Aug 2018 1
D.a. Davidson & Co West Covina, CA Jun 2015 - Sep 2016 1
D.a. Davidson & Company West Covina, CA Dec 2014 - Sep 2016 1
D.a. Davidson & Co Los Angeles, CA Oct 2014 - Sep 2016 1
D.a. Davidson & Co West Covina, CA Jun 2014 - Dec 2014 < 1
Full-time Education Pasadena, CA Jun 2004 - May 2014 9
Russ Reid Company Pasadena, CA Oct 2013 - Apr 2014 < 1
Unemployed Azusa, CA May 2013 - Sep 2013 < 1
Green Dot Corporation Pasadena, CA Aug 2011 - Apr 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Daniel J. Beckwith
Phone Number: 626-844-4630
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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