Samuel Chickerella, financial advisor Powell OH
96 score

Samuel Chickerella

CRD Number: 1068083
Current Firm: H. Beck, Inc.

Samuel Chickerella (CRD# 1068083) is an Investment Advisor Representative working at H. Beck, Inc. in Powell, OH and has over 16 years of experience in the finance industry. Samuel Chickerella 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.

Similar Advisors
W. Phil Ratcliff, financial advisor Powell OH
W. Phil Ratcliff
CRD# 4716667
Rebel Financial, LLC
Score
107
Similar Advisors
Robert Cochran, financial advisor Powell OH
Robert A. Cochran
CRD# 1317149
Pds Planning Inc.
Score
103
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Powell OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Steele Investment Counsel, Ltd.
Score
103
Professional Designations
Company Name Location Dates Years
H. Beck, Inc. Rockville, MD Aug 2006 - Current 10
Mosaic Employee Benefits, LLC Powell, OH Dec 2004 - Current 12
The Lincoln National Life Insurance Company Columbus, OH Jan 1998 - Aug 2006 8
Lincoln Financial Advisors Corporation Columbus, OH Jan 1998 - Aug 2006 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
Contact Info for Samuel A. Chickerella
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,825
    MILLIONS
  • Total Number of Accounts
    10,457
    ACCOUNTS
  • Average Account Value
    $174,531
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.