Nicholas Morgan, financial advisor Visalia CA
90 score

Nicholas Morgan

CRD Number: 6008865
Current Firm: H. Beck, Inc.

Nicholas Morgan (CRD# 6008865) is an Investment Advisor Representative working at H. Beck, Inc. in Visalia, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
No Actual Name. I Have And Do Fixed Annuities On Occasion Visalia, CA Jun 2014 - Current 2
Diversified Securities, Inc. Visalia, CA Oct 2011 - Current 5
H.beck, Inc. Bethesda, MD Jan 2011 - Current 5
Cal Fresno Oil, Company Fresno, CA Aug 2010 - Oct 2011 1
Visalia United School Visalia, CA Sep 2009 - Aug 2010 < 1
All For Fun, Inc. Visalia, CA Feb 2006 - Aug 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Nicholas A. Morgan
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
90
Clean Record
This advisor has a clean track record with regulators.

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