Allan Beck (CRD# 2047641) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Waldoboro, ME and has over 3 years of experience in the finance industry.
CRD# 5332031
J.m. Arbour, LLC
CRD# 4214698
Commonwealth Financial Network
CRD# 5317004
Marshall Point Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management, LLC | Topeka, KS | Nov 2022 - Current | 1 |
| Cornerstone Financial Services | Waldoboro, ME | Feb 1997 - Current | 27 |
| Foundations Investment Advisors LLC | Phoenix, AZ | Apr 2021 - Nov 2022 | 1 |
| Foresters Equity Services, Inc. | San Diego, CA | Mar 2009 - Jul 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- ME
-
Total Assets Under Management27,083MILLIONS
-
Total Number of Accounts277,294ACCOUNTS
-
Average Account Value$97,668
- 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)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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