Robert Beswick, financial advisor Portland OR

Robert Beswick

CRD Number: 1040843
Current Firm: Preisz Financial

Robert Beswick (CRD# 1040843) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 37 years of experience in the finance industry. Robert Beswick 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
Preisz Financial Portland, OR Jun 2015 - Current 7
Lpl Financial, LLC Portland, OR Sep 2009 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
Contact Info for Robert C. Beswick
Phone Number: 503-224-1600
Firm Website: https://www.preisz.com
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    568
    MILLIONS
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $1,359,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, OR, TX, WA

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