Stephen Beckmann (CRD# 7840602) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Grand Prairie, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services, Inc. | Grand Prairie, TX | Feb 2024 - Current | < 1 |
| Bankers Life Securities, Inc. | Grand Prairie, TX | Dec 2023 - Current | < 1 |
| Bankers Life & Casualty, Inc. | Grand Prairie, TX | Jul 2022 - Current | 1 |
| Hurst Euless Bedford Independent School District | Bedford, TX | Aug 2007 - Jun 2022 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- TX
-
Total Assets Under Management1,486MILLIONS
-
Total Number of Accounts13,089ACCOUNTS
-
Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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