Chad Beck, financial advisor West Covina CA
93 score

Chad Beck

CRD Number: 5426006
Current Firm: H. Beck, Inc.

Chad Beck (CRD# 5426006) is an Investment Advisor Representative working at H. Beck, Inc. in West Covina, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
H.beck, Inc. Rockville, MD Sep 2011 - Current 5
Wedbush Morgan Securities Santa Barbara, CA Jul 2009 - Aug 2011 2
National Planning Corporation Calabasas, CA May 2009 - Jul 2009 < 1
Trilogy Financial Services Calabasas, CA May 2009 - Jul 2009 < 1
Unemployed Santa Barbara, CA Mar 2009 - Apr 2009 < 1
John Hancock Distributors LLC Santa Barbara, CA Sep 2007 - Mar 2009 1
Cardinal Restaurant Supply Oxnard, CA Feb 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Chad M. Beck
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
93
Clean Record
This advisor has a clean track record with regulators.

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