Thomas Simonek, financial advisor San Clemente CA
93 score

Thomas Simonek

CRD Number: 1245998
Current Firm: H. Beck, Inc.

Thomas Simonek (CRD# 1245998) is an Investment Advisor Representative working at H. Beck, Inc. in San Clemente, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
H. Beck, Inc. Newport Beach, CA Aug 1994 - Current 22
Massachusetts Mutual Life Insurance Company Springfield, MA Sep 1992 - Current 24
T. Charles & Associates, Inc. Sanjuan Capistrano, CA Jun 1987 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1992
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Thomas C. Simonek
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • CA
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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