Daniel BeckwithCRD 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.
H. Beck, Inc.
Bridge Advisory LLC
Wedbush Securities Inc.
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- 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)
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