Jerry McIlhon
Beck Capital Management LLC
2009 South Capital of TX Hwy #200
Austin, TX 78746
5123456789
About Beck Capital Management LLC
Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry.
Fee-based RIA, provides wealth consultant and investment advisory services.
Click on our website to view our investment philosophy and personnel.
See Disclosures
General Information
Firm Start Year
2009
No. of Employees
5-9
CRD#
1730924
Firm CRD#
152705
Insurance License#
1016912
Name of Custodial Firm
Fidelity Institutional
States Licensed in
Texas
Years of Experience in Financial Services
33
Number of Years with Current Firm
27
Work Experience
See Bio
Work with the following types of clients
Businesses, Individual Investors
Foreign Languages Serviced
Spanish
Advisory Services Provided
Financial Planning for Businesses, Financial Advice & Consulting, Financial Planning for Individuals
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Qualifications & Membership
Certifications, Accreditations & Designations
Investment Advisor
Securities Licenses
Series 63, Series 6, Series 65
Insurance and Annuity Licenses
Disability, Life, Health, Annuity
Non-Financial Organization Memberships
Hospice Austin
Firm Information
Firm's Number of Clients
400
Firm's Number of Managed Clients
400
Assets Managed by Firm
$450,000,000
Advisor's Number of Clients
200
Advisor's Number of Managed Clients
200
Assets Managed by Advisor
$135,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Commissions
Fee % Based on Assets
.75-1.8%
Minimum Fee Charged for Managed Accounts
.75%
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1841762/rothira-Beck-Capital-Management-LLC-detailed-disclosure.html