Thomas SimonekCRD 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.
Dorman Skorheim Wealth Management LLC
O'reilly Wealth Advisors
Rs Crum Inc.
|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||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1992|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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