Daniel BeckwithCRD 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.
Fried Asset Management, Inc.
|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|
Total Assets Under Management870MILLIONS
Total Number of Accounts428ACCOUNTS
Average Account Value$2,032,460
- 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 pooled investment vehicles (other than investment companies)
AZ, CA, CO, LA, OR, PA, TX, WA
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