James Beckman
James Beckman is a registered investment advisor at Truist Advisory Services, INC., based in Naples, FL, with 29 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
801 Laurel Oak Dr, Fl 2, Naples, FL, 34108
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Regulatory History (1)
Customer Dispute
November 2020Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Bny Investment Center INC.
Bny Investment Center INC.Broker
Commerce Capital Markets, INC.
Commerce Capital Markets, INC.Broker
Citicorp Investment ServicesBroker
Quick & Reilly, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
David Lerner Associates, INC.Broker
Roan Capital Partners L.P.Broker
Nichols, Safina, Lerner & CO. INC.Broker
Cortlandt Capital CorporationBroker
Colin Winthrop & CO., INC.Broker
Greenway Capital CORP.Broker
Fahnestock & CO., INC.Broker
Reich & CO., INC.Broker
D. Blech & Company, IncorporatedBroker
Reich & CO., INC.Broker
A.S. Goldmen & CO., INC.Broker
Reich & CO., INC.Broker
Gruntal & CO. IncorporatedBroker
State Registrations27 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.