AdvisorOS Directory
Claim Profile
SW

Sandra Renee Worsham

H. BECK, INC.·ROCKVILLE, Maryland
Unclaimed Profile
2440 RESEARCH BOULEVARD, ROCKVILLE, MD 20850CRD# 2444134Firm CRD# 1763
01

About

Sandra Renee Worsham 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.

02

Focus Areas

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

Firm Overview

Firm
H. BECK, INC.
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2444134
Firm CRD# 1763
3 disclosures on file
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 AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Sandra Renee Worsham offer?
Sandra Renee Worsham specializes in Financial Planning, Investment Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Sandra Renee Worsham's credentials?
Sandra Renee Worsham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandra Renee Worsham located?
Sandra Renee Worsham is based in ROCKVILLE, Maryland, working with H. BECK, INC.. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Sandra Renee Worsham charge for services?
Sandra Renee Worsham'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 →
Other advisors in ROCKVILLE
Clark Alan Kendall — KENDALL CAPITAL MANAGEMENTArtur Kluz — KV MANAGEMENT, LLCWilliam Jonathan Powell — FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.Derek Matthew Johnson — FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.Almog Geva — BRONFMAN E.L. ROTHSCHILD, L.P.
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile