Beck Investment Management, LLC
Beck Investment Management, LLC (CRD# 143927) is a financial advisory firm headquartered in Palo Alto, CA. They manage $17,502,190 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$1,093,887
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Leslie Beck (CRD# 710266) is an Investment Advisor Representative working at Beck Investment Management, LLC in Palo Alto, CA and has over 37 years of experience in the finance industry. Leslie Beck 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.