Robert BegleyCRD Number: 1962492
Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both
H. Beck, Inc.
Householder Group Estate & Retirement Specialists
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Insurance||San Diego, CA||Aug 2003 - Current||17|
|Raymond James Financial Services Advisors, Inc.||Upland, CA||Jul 2002 - Current||18|
|Raymond James Financial Services, Inc.||Upland, CA||Jul 2002 - Current||18|
|Home Price Realty||Upland, CA||Jul 1994 - Dec 2009||15|
|Exam Code||Name||Passed Date|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Dec 1989|
|S7||General Securities Representative Examination (GS)||May 1997|
|S63||Uniform Securities State Law Examination||Sep 1997|
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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