William Beck
William Beck is a registered investment advisor at Commonwealth Financial Network, based in Jacksonville, FL, with 42 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
1354 N Laura St, Suite 200, Jacksonville, FL, 32206
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Regulatory History (1)
Customer Dispute
December 2019Other Business ActivitiesSells Insurance
William is involved in fixed insurance sales since 2008, dedicating about 10% of his time to this activity. This activity is investment-related and conducted at a branch location.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Financial Resource Alliance
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Sii Investments, INC.Broker
Sun Investment Services CompanyBroker
Gordian Securities, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations11 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.