H. Beck Inc.

H. Beck Inc.

A subsidiary of Kestra Financial

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6600 Rockledge Drive, 6th Floor

Bethesda, MD 20817

(800) 333-6884

www.hbeckinc.com

Clearing firm: Pershing LLC

No. advisers: 589

No. franchises: 426

AUM: $15,346,718,000

Year founded: 1984

Year end: Dec. 31

No. of retail offices: 415

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Additional data available to subscribers:
  • No. of reps, male
  • No. of reps, female
  • No. of producing reps, male
  • No. of producing reps, female
  • No. of reps producing $500K+ /year
  • No. of CFPs
  • No. of full-time employees
  • No. of fee-based advisers served
  • Average payout per rep, per year
  • Avg. annual production of top 20% reps
  • Total payout, per year
  • Cost of E&O insurance per rep, per year
  • Affiliation fees charged per rep, per year
  • Affiliation fee coverage
  • Securities revenues
  • Securities revenues: Stocks
  • Securities revenues: Bonds
  • Securities revenues: ETFs
  • Securities revenues: Other
  • Mutual fund revenues
  • Annuities revenues
  • Annuities revenues: Fixed
  • Annuities revenues: Variable
  • Annuities revenues: Other
  • Insurance revenue
  • Insurance revenues: Life
  • Insurance revenues: Disabilities
  • Insurance revenues: LTC
  • Insurance revenues: Other
  • Alternative revenues
  • Alternative revenues: Hedge funds
  • Alternative revenues: Managed futures
  • Alternative revenues: Private placements
  • Alternative revenues: REITs
  • Alternative revenues: Other
  • Other commission revenues
  • Fee revenues: Rep-managed accounts
  • Fee revenues: Firm-managed accounts
  • Fee revenues: Outside-managed accounts
  • Fee revenues: Other
  • Fee-based assets: Clearing firm
  • Fee-based assets: Advisory firm platforms
  • Fee-based assets: Third-party money managers
  • Fee-based assets: Other
  • Is the firm, or an affiliate of the firm, registered as an investment adviser with the SEC?
  • Allows an adviser to have his/her own RIA
  • RIA platform AUM
  • Offers robo-advisory platform?
  • If not, when plans to offer a robo-platform
  • Robo-advice services offered
  • How robo-platform developed
  • Charge for robo-advisory services?

For More Information

Top ExecutiveMichelle A. Barry
Recruiting ContactScott Thorson
301-468-0100
E-mail
Compliance ContactJason Albino
301-468-0100
E-mail
Marketing ContactScott Thorson
301-468-0100
E-mail
Technology Operations ContactScott Thorson
(301) 468-0100
E-mail

Recruitment & Staffing

2017 2016 2015
No. of reps589596778
No. of producing reps589596642
No. of reps producing $100K-$499K /year200222235

Payout grid is available to Data Center subscribers only.

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2017 2016 2015
Total revenues$114,698,000$107,804,000$119,224,441
Commission revenues$75,913,000$72,889,000$83,733,096
Fee revenues$31,643,000$27,475,000$27,426,602
Total revenues: Other$7,143,000$7,088,000$8,064,653
2017 2016 2015
Total account assets$15,346,718,000$14,375,372,1780
Fee-based assets$3,646,718,000$3,175,372,1780
Total account assets: Other$11,700,000,000$11,200,000,0000
Average assets per rep$26,055,548$24,119,7520
Social Media & Mobile
Allows advisers to use social mediaY
Social media sites allowedFacebook
LinkedIn
Twitter
Dedicated mobile application for advisers?N
Primary purpose of mobile application
    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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