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Brian Perry Beck

WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC·FARMINGTON, Connecticut
Unclaimed Profile
10 TALCOTT NOTCH ROAD, FARMINGTON, CT 06032CRD# 2289087Firm CRD# 125765
01

About

Brian Perry Beck is a registered financial advisor based in FARMINGTON, Connecticut, affiliated with WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC
WMGNA
AUM
$191M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2289087
Firm CRD# 125765
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Perry Beck offer?
Brian Perry Beck specializes in Financial Planning, Investment Management. Contact their office in FARMINGTON, Connecticut for a consultation.
What are Brian Perry Beck's credentials?
Brian Perry Beck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Perry Beck located?
Brian Perry Beck is based in FARMINGTON, Connecticut, working with WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.
How does Brian Perry Beck charge for services?
Brian Perry 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 WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC?
WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC has approximately 9 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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