AB
AB

Andrew Graham Beckett

8 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Loading...

Location

12750 Merit Drive, Ste. 1000, Dallas, TX, 75251

Get directions

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.

Learn about disclosures →
Other Business Activities

Andrew works as a client relationship consultant for Gallagher Fiduciary Advisors and Gallagher Benefit Services, providing retirement plan consulting. These roles take up nearly all of Andrew's time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Gallagher Fiduciary Advisors, LLC
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Triad Advisors LLCBroker
April 2022 - August 2024 · 2 yrs 4 mos
Kestra Advisory Services, LLC
June 2019 - March 2022 · 2 yrs 9 mos
Kestra Investment Services, LLCBroker
September 2017 - March 2022 · 4 yrs 6 mos
State Registrations3 states
FLILTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.