Larry TakahashiCRD Number: 5510115
Current Firm: H. Beck, Inc.
Larry Takahashi (CRD# 5510115) is an Investment Advisor Representative working at H. Beck, Inc. in Torrance, CA and has over 8 years of experience in the finance industry. Larry Takahashi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jst Investment Consulting
Fried Asset Management, Inc.
|H. Beck, Inc.||Rockville, MD||Mar 2008 - Current||8|
|Ltt Financial Insurance Services||Long Beach, CA||Jun 2007 - Current||9|
|Self-employed||Redondo Beach, CA||Apr 2007 - May 2007||< 1|
|Spot Runner, Inc.||Los Angeles, CA||Aug 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
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
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