H. Beck, Inc.

H. Beck, Inc. (CRD# 1763) is a financial advisory firm headquartered in Bethesda, MD. They manage $1,825,066,170 in 10,457 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,825
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at H. Beck, Inc.
Showing 1 - 10 of 461 top financial advisors.
1
Robert M. Troyano
CRD#: 1502551
337 Market Street, Suite 5, Saddle Brook, NJ 07663
105
Wealthminder
score

Robert Troyano (CRD# 1502551) is an Investment Advisor Representative with H Beck and is located in Saddle Brook, NJ and has over 21 years of experience in the finance industry. Robert Troyano 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Todd L. Adams
CRD#: 4250936
2401-c Oak Hill Drive, Greensboro, NC 27408
96
Wealthminder
score

Todd Adams (CRD# 4250936) is an Investment Advisor Representative working at H. Beck, Inc. in Greensboro, NC and has over 10 years of experience in the finance industry. Todd Adams 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.

3
Jerry G. Allen
CRD#: 1356662
1211 Edgewater Street Nw, Suite 7, Salem, OR 97304
96
Wealthminder
score

Jerry Allen (CRD# 1356662) is an Investment Advisor Representative working at H. Beck, Inc. in Salem, OR and has over 15 years of experience in the finance industry.

4
Mark Avallone
CRD#: 1276486
15245 Shady Grove Road, Suite 410, Rockville, MD 20850
96
Wealthminder
score

Mark Avallone (CRD# 1276486) is an Investment Advisor Representative working at H. Beck, Inc. in Rockville, MD and has over 13 years of experience in the finance industry. Mark Avallone 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.

5
Brian M. Bailey
CRD#: 2249014
Olney, MD
96
Wealthminder
score

Brian Bailey (CRD# 2249014) is an Investment Advisor Representative working at H. Beck, Inc. in Olney, MD and has over 24 years of experience in the finance industry. Brian Bailey 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.

6
Jennifer P. Beason
CRD#: 1180521
Adairsville, GA
96
Wealthminder
score

Jennifer Beason (CRD# 1180521) is an Investment Advisor Representative working at H. Beck, Inc. in Adairsville, GA and has over 32 years of experience in the finance industry.

7
Alan A. Bergamini
CRD#: 2639467
9711 Washingtonian Boulevard, Suite 420, Gaithersburg, MD 20878
96
Wealthminder
score

Alan Bergamini (CRD# 2639467) is an Investment Advisor Representative working at H. Beck, Inc. in Gaithersburg, MD and has over 21 years of experience in the finance industry. Alan Bergamini 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.

8
Richard L. Bopp
CRD#: 4503525
6031 Wallace Road Ext.,, Suite 110, Wexford, PA 15090
96
Wealthminder
score

Richard Bopp (CRD# 4503525) is an Investment Advisor Representative working at H. Beck, Inc. in Wexford, PA and has over 14 years of experience in the finance industry. Richard Bopp 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.

9
Kenneth C. Boyd
CRD#: 2163470
675 Berkmar Circle, Suite 101, Charlottesville, VA 22901
96
Wealthminder
score

Kenneth Boyd (CRD# 2163470) is an Investment Advisor Representative working at H. Beck, Inc. in Charlottesville, VA and has over 25 years of experience in the finance industry.

10
James A. Bratsakis
CRD#: 1204855
14339 Torrey Chase Blvd, Suite F, Houston, TX 77014
96
Wealthminder
score

James Bratsakis (CRD# 1204855) is an Investment Advisor Representative working at H. Beck, Inc. in Houston, TX and has over 32 years of experience in the finance industry.

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