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Barbara Beck

27 Years of Experience
Tuscaloosa, AL
Broker

Barbara Beck is a registered investment advisor at Raymond James & Associates, INC., based in Tuscaloosa, AL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

200 Marina Drive, Tuscaloosa, AL, 35406

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2025 - Present · 1 yr 6 mos
Raymond James & Associates, INC.Broker
January 2025 - Present · 1 yr 6 mos
Previous Registrations
Raymond James & Associates, INC.
January 2025 - January 2025 · 0 mos
Morgan Stanley
August 2019 - January 2025 · 5 yrs 5 mos
Morgan StanleyBroker
August 2019 - January 2025 · 5 yrs 5 mos
Bbva Securities INC.Broker
May 2013 - August 2019 · 6 yrs 3 mos
Bbva Wealth Solutions INC.
October 2010 - August 2019 · 8 yrs 10 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INCBroker
August 2005 - May 2013 · 7 yrs 9 mos
Bbva Compass Investment Solutions, INC.
August 2005 - March 2010 · 4 yrs 7 mos
Amsouth Investment Management Company LLC
July 2003 - August 2005 · 2 yrs 1 mo
Amsouth Investment Services, INC.
January 2003 - August 2003 · 7 mos
Amsouth Investment Services, INC.Broker
January 2000 - August 2005 · 5 yrs 7 mos
First Tennessee Brokerage, INC.Broker
April 1999 - December 1999 · 8 mos
Amsouth Investment Services, INC.Broker
September 1998 - March 1999 · 6 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.