Carol Beck is a ChFC-designated registered investment advisor, based in Allison Park, PA, with 40 years of industry experience.
Location
4068 Mt Royal Blvd, Ste. 210, Allison Park, PA, 15101
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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
Carol is a yoga instructor since 1976, dedicating a few hours per week. She is also an agent selling life insurance since 1991, which takes about 10-20% of her time, and the president of an auto, electronic, and furniture leasing business since 1972, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Walnut Street Securities, INC.
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Cigna Securities, INC.Broker
State Registrations3 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.