Unclaimed Profile

Brian Perry Beck

WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC·FARMINGTON, Connecticut

SIE, Series 6, Series 7, Series 24, Series 63, Series 6530 years registeredWEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC

10 TALCOTT NOTCH ROAD, FARMINGTON, CT 06032CRD# 2289087Firm CRD# 125765

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Perry Beck · FARMINGTON, CT

Registration

CRD #2289087 · WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC · 30 years registered

Brand Profile

Not yet started

Career History

ARKADIOS CAPITAL

Nov 2024 – present

WMGNA

Feb 1996 – present

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

May 2009 – Nov 2014

FARMINGTON, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 23, 1996

Years registered · 30

Disclosure History

2004Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC

CRD 125765 · SEC 801-130388

AUM

$191M

Regulatory assets under management

Employees

766 client accounts

Services offered by WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC →

Introduction

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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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