Robert BeckCRD Number: 2121454
Current Firm: Pinnacle Investments, LLC
Robert Beck (CRD# 2121454) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Philadelphia, PA and has over 32 years of experience in the finance industry. Robert 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.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Pinnacle Investments, LLC||Syracuse, NY||Jan 2017 - Current||6|
|Unemployed||Philidelphia, PA||May 2016 - Jan 2017||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - May 2016||1|
|Morgan Stanley Smith Barney||Philadelphia, PA||Mar 2012 - May 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1991|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management819MILLIONS
Total Number of Accounts2,797ACCOUNTS
Average Account Value$292,871
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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