Nicholas Beckman is a registered investment advisor, based in Buffalo, NY, with 11 years of industry experience.
Location
369 Franklin Street, Cyclorama Building, Buffalo, NY, 14202
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas is an insurance agent selling insurance products through Avantax Insurance Agency and/or Avantax Insurance Services, spending a few hours per week on this activity. He also works full-time as an Investment Executive at Lifetime Wealth Management Group, Inc., focusing on financial and investment planning.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning CorporationBroker
State Registrations1 state
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.