Daniel Beckwith, financial advisor Los Angeles CA

Daniel Beckwith

CRD Number: 4926372
Current Firm: Belmont Capital Group

Daniel Beckwith (CRD# 4926372) is an Investment Advisor Representative working at Belmont Capital Group in Los Angeles, CA and has over 18 years of experience in the finance industry. Daniel Beckwith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Belmont Capital, LLC Los Angeles, CA Apr 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Daniel Beckwith
Phone Number: 310-203-2670
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    590
    MILLIONS
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $2,835,678
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, NV, TX

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