SB
SB

Sam Michael Beckworth

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
825 clients
Average Client Portfolio
$46K average
Assets Under Management
$38.3M

Fee Structure

Minimum Investment:$25K
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Location

Clovis, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Sam is involved with Beckworth Financial Group doing insurance sales and services, spending nearly full-time on this activity. He is also a licensed minister at Gateway City Church, dedicating about 10-20% of his time. Additionally, Sam works as an independent licensed insurance agent, spending a few hours per week on insurance sales and services.

Employment History
Current Registrations
Secure Investment Management, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Ae Wealth Management, LLC
July 2019 - May 2021 · 1 yr 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Sam Michael Beckworth - Financial Advisor | TrueAdvisor