Robert Beck (CRD# 1395076) is an Investment Advisor Representative working at Principal Securities, Inc. in Altoona, PA and has over 31 years of experience in the finance industry.
CRD# 4782048
Kooman & Associates
CRD# 2787819
Stifel, Nicolaus & Company, Incorporated
CRD# 1973907
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beck, Smithbower, Ickes Financial, LLC | Altoona, PA | Dec 2021 - Current | 2 |
| Principal Life Insurance Company | Des Moines, IA | Jul 1998 - Current | 25 |
| Principal Securities Inc. | Altoona, PA | Jun 1992 - Current | 31 |
| Beck Financial And Wealth Management, LLC | Altoona, PA | Sep 2016 - Dec 2021 | 5 |
| Rjb Financial And Wealth Management LLC | N Myrtle Beach, SC | Aug 2016 - Dec 2018 | 2 |
| 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 |
- PA
- SC
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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