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Kristina Cheh Beck

UNITED CAPITAL FINANCIAL ADVISERS, LLC·NEWPORT BEACH, California
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620 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 5948831Firm CRD# 134600
01

About

Kristina Cheh Beck is a registered financial advisor based in NEWPORT BEACH, California, affiliated with UNITED CAPITAL FINANCIAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
UNITED CAPITAL FINANCIAL ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS
AUM
$17.7B
Regulatory assets under management
Employees
288
Total firm employees
View all advisors at UNITED CAPITAL FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5948831
Firm CRD# 134600
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristina Cheh Beck offer?
Kristina Cheh Beck specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Kristina Cheh Beck's credentials?
Kristina Cheh Beck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristina Cheh Beck located?
Kristina Cheh Beck is based in NEWPORT BEACH, California, working with UNITED CAPITAL FINANCIAL ADVISERS, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Kristina Cheh Beck charge for services?
Kristina Cheh Beck's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNITED CAPITAL FINANCIAL ADVISERS, LLC?
UNITED CAPITAL FINANCIAL ADVISERS, LLC has approximately 288 employees and manages $17.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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