Robert Beck
Robert Beck is a registered investment advisor at Duncan Financial Planning Advisors, based in Greenwood, IN, with 31 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 2 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Location
1201 Fantail Dr., Greenwood, IN, 46143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an independent insurance agent for various independent insurance companies, dedicating a few hours per week. He is also an Investment Advisor Representative for Duncan Financial Planning Advisors (taking about half of his time) and Cambridge Investment Research Advisors (full-time).
Employment History
Current Registrations
Duncan Financial Planning Advisors
Cambridge Investment Research Advisors, INC.
Previous Registrations
Timpe & Timpe Financial Advisory Services, L.L.C.
Cs Capital Management INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.