Daniel Beckwith, financial advisor Glendale CA
90 score

Daniel Beckwith

CRD Number: 6342650
Current Firm: Wescap Group

Daniel Beckwith (CRD# 6342650) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wescap Group Glandale, CA Sep 2016 - Current 1
D.a. Davidson & Co West Covina, CA Jun 2015 - Sep 2016 1
D.a. Davidson & Company West Covina, CA Dec 2014 - Sep 2016 1
D.a. Davidson & Co Los Angeles, CA Oct 2014 - Sep 2016 1
D.a. Davidson & Co West Covina, CA Jun 2014 - Dec 2014 < 1
Full-time Education Pasadena, CA Jun 2004 - May 2014 9
Russ Reid Company Pasadena, CA Oct 2013 - Apr 2014 < 1
Unemployed Azusa, CA May 2013 - Sep 2013 < 1
Green Dot Corporation Pasadena, CA Aug 2011 - Apr 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Daniel J. Beckwith
Phone Number: 818-563-5170
Firm Website: http://wescapgroup.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    870
    MILLIONS
  • Total Number of Accounts
    428
    ACCOUNTS
  • Average Account Value
    $2,032,460
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

AZ, CA, CO, LA, OR, PA, TX, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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