Yamara Beck, financial advisor San Antonio TX
93 score

Yamara Beck

CRD Number: 5464486
Current Firm: Lincoln Financial Securities Corporation

Yamara Beck (CRD# 5464486) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in San Antonio, TX and has over 8 years of experience in the finance industry.

Similar Advisors
David Alvarez, financial advisor San Antonio TX
David K. Alvarez
CRD# 4957825
Intercontinental Wealth Advisors, LLC
Score
103
Similar Advisors
Scott Hackett, CFP®, financial advisor San Antonio TX
Scott G. Hackett, CFP®
CRD# 2685472
Hackett Financial Group, LLC
Score
103
Similar Advisors
Ramiro Marmolejo, financial advisor San Antonio TX
Ramiro Marmolejo
CRD# 2834731
Wealth Watch Advisors, LLC
Score
103
Company Name Location Dates Years
Lincoln Financial Securities Corporation San Antonio, TX May 2014 - Current 2
First Command Financial Planning, Inc. Fort Worth, TX Nov 2007 - May 2014 6
First Command Financial Services, Inc. Fort Worth, TX Nov 2007 - May 2014 6
Self Employed San Antonio, TX Jan 1990 - Nov 2007 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Yamara M. Beck
Phone Number: 800-258-3648
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
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.