Unclaimed Profile

Courtney E. Holden

H. BECK, INC.·ROCKVILLE, Maryland

H. BECK, INC.

2440 RESEARCH BOULEVARD, ROCKVILLE, MD 20850CRD# 6416729Firm CRD# 1763

Profile Verification

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

Identity

Courtney E. Holden · ROCKVILLE, MD

Registration

CRD #6416729 · H. BECK, INC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Courtney E. Holden is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with H. BECK, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Courtney E.

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Courtney E. is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

H. BECK, INC.

AUM

$2.0B

Regulatory assets under management

Employees

406

Total firm employees

View all advisors at H. BECK, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6416729

Firm CRD# 1763

View on FINRA BrokerCheck →

Looking for a financial advisor in ROCKVILLE?

Browse all registered financial advisors in ROCKVILLE, Maryland or claim this profile if it's yours.

Browse ROCKVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Courtney E. Holden offer?

Courtney E. Holden specializes in Financial Planning, Investment Management. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Courtney E. Holden's credentials?

Courtney E. Holden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Courtney E. Holden located?

Courtney E. Holden is based in ROCKVILLE, Maryland, working with H. BECK, INC.. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Courtney E. Holden charge for services?

Courtney E. Holden'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 H. BECK, INC.?

H. BECK, INC. has approximately 406 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →