Raymond Beck
Raymond Beck is a registered investment advisor at Pinnacle Investments, LLC, based in Abington, PA, with 56 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,961 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Investments charges an annual advisory fee of 3.00% for AdvisorPro accounts. This fee may be negotiable based on the investment advisor representative, account size, investment complexity, use of PCM as a sub-advisor, and the level of service required. There is a minimum annual program fee of $100.00. Accounts managed by PCM generally have a minimum opening balance of $100,000.
Location
Abington, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1999Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Prudential Securities IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
Loeb PartnersBroker
Loeb Rhoades & CO. INC.Broker
Loeb, Rhoades & CO. INC.Broker
Dupont Walston, IncorporatedBroker
Weis Securities, INC.Broker
Sade & CO.Broker
State Registrations8 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.