Robert Beck, financial advisor North Myrtle Beach SC
96 score

Robert Beck

CRD Number: 1395076
Current Firm: Principal Securities, Inc.

Robert Beck (CRD# 1395076) is an Investment Advisor Representative working at Principal Securities, Inc. in North Myrtle Beach, SC and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Beck Financial And Wealth Management, LLC Altoona, PA Sep 2016 - Current 1
Rjb Financial And Wealth Management LLC N Myrtle Beach, SC Aug 2016 - Current 1
Principal Life Insurance Company Des Moines, IA Jul 1998 - Current 19
Princor Financial Services Corporation Altoona, PA Jun 1992 - Current 25
Principal Mutual Life Insurance Co Des Moines, IA Nov 1989 - Current 28
Hancock Associates Inc. Altoona, PA Aug 2016 - Nov 2016 < 1
The Hancock Group Inc. Altoona, PA Apr 2014 - Nov 2016 2
Hancock Capital Management, Inc. Altoona, PA Jan 2001 - Nov 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Robert J. Beck
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,916
    MILLIONS
  • Total Number of Accounts
    17,630
    ACCOUNTS
  • Average Account Value
    $108,691
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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