Michael Beck (CRD# 1278243) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5959695
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Pointe Advisors, LLC | Dallas, TX | Apr 2021 - Current | 3 |
| Wealthstreet Investment Advisors, LLC | Dallas, TX | Jul 2017 - Current | 6 |
| Gerald L. Ray & Associates, Ltd | Dallas, TX | Sep 1999 - Jun 2017 | 17 |
- TX
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Total Assets Under Management31,280MILLIONS
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Total Number of Accounts47,098ACCOUNTS
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Average Account Value$664,146
- 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)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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