Keith Beck, financial advisor Rocky Mount NC

Keith Beck

CRD Number: 2420576
Current Firm: The Wealth Group, Ltd

Keith Beck (CRD# 2420576) is an Investment Advisor Representative working at The Wealth Group, Ltd in Rocky Mount, NC and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
The Wealth Group, Ltd. Rocky Mount, NC May 2011 - Current 12
Capital Investment Group, Inc. Raleigh, NC Mar 2011 - Current 13
Keith C. Beck, Cpa Rocky Mount, NC Jul 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Keith C. Beck
Phone Number: 919-865-1924
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    209
    MILLIONS
  • Total Number of Accounts
    609
    ACCOUNTS
  • Average Account Value
    $342,954
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NC, VA

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