David Beck
David Beck is a registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 32 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1919 Gallows Road Ste 600, Vienna, VA, 22182
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2008Customer Dispute
May 2002Other Business ActivitiesSells Insurance
David is an independent insurance agent selling fixed insurance products and a partner at Egan, Berger & Weiner, LLC, where he sells securities and fixed insurance products, dedicating nearly full-time hours to each. He also is a member of Beck Family Holdings LLC, flipping houses, and a partner in EBW Risk Management, LLC, a shell company.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Pruco Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.
Exams
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- Susan Leonard, CFPCetera Investment Advisers LLC