Brian Beck is a registered investment advisor, based in Farmington, CT, with 33 years of industry experience.
Location
10 Talcott Notch Road, Suite 103, Farmington, CT, 06032
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Regulatory History (1)
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Customer Dispute
December 2004Closed-No Action
Other Business ActivitiesSells Insurance
Brian is the CFO & President of Wealth Management Group of North America, LLC, dedicating nearly full-time hours to this role. He also works as an insurance agent selling life, health, LTC, and disability insurance, spending a few hours per week on this activity, and is an advisor for asset-based lending. Brian also manages a rental property, spending a few hours per week on it.
Employment History
Current Registrations
Arkadios CapitalBroker
November 2024 - Present · 1 yr 5 mos
Arkadios Capital
November 2024 - Present · 1 yr 5 mos
Wmgna
February 1996 - Present · 30 yrs 2 mos
Previous Registrations
Osaic Wealth, INC.Broker
August 2024 - November 2024 · 3 mos
Triad Advisors LLCBroker
November 2014 - August 2024 · 9 yrs 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
May 2009 - November 2014 · 5 yrs 6 mos
National Planning CorporationBroker
April 2009 - November 2014 · 5 yrs 7 mos
Securities America, INC.Broker
February 2003 - May 2009 · 6 yrs 3 mos
Securities Service Network, INC.Broker
June 1995 - February 2003 · 7 yrs 8 mos
Guardian Investor Services CorporationBroker
March 1993 - November 1997 · 4 yrs 8 mos
Phoenix Equity Planning CorporationBroker
November 1992 - March 1993 · 4 mos
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.