Keith BeckCRD 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 28 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|The Wealth Group, Ltd.||Rocky Mount, NC||May 2011 - Current||11|
|Capital Investment Group, Inc.||Raleigh, NC||Mar 2011 - Current||11|
|Keith C. Beck, Cpa||Rocky Mount, NC||Jul 1995 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
|S65||NASAA Investment Advisors Law Examination||Dec 2010|
Total Assets Under Management103MILLIONS
Total Number of Accounts233ACCOUNTS
Average Account Value$440,866
- 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)
FL, NC, VA
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