Antonio Beccari
Antonio Beccari is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bakersfield, CA, with 27 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
1620 Mill Rock Way, Ste 200, Bakersfield, CA, 93311
Get directionsHistory
Regulatory History (5)
Judgment / Lien
June 2024Financial
February 2018Financial
February 2018Financial
February 2018Financial
February 2018Other Business Activities
Antonio owns a business since 2018 and spends minimal time on it. He also does consulting for a new business, spending about 10-20% of his time, including 20-39 hours during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations23 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.