Unclaimed Profile

Robert Collins Beswick

PREISZ ASSOCIATES, INC.·PORTLAND, Oregon

SIE, Series 2, Series 7, Series 22, Series 24, Series 63CFP ChFCClean record16 years registeredPREISZ ASSOCIATES, INC.

4525 SW CONDOR AVE, PORTLAND, OR 97239CRD# 1040843Firm CRD# 144469

Profile Verification

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

Identity

Robert Collins Beswick · PORTLAND, OR

Registration

CRD #1040843 · PREISZ ASSOCIATES, INC. · 16 years registered

Brand Profile

Not yet started

Career History

PREISZ FINANCIAL

Apr 2010 – present

LPL FINANCIAL LLC

Sep 2009 – present

LPL FINANCIAL LLC

Jan 2018 – Feb 2019

WEST LINN, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · September 8, 2009

Years registered · 16

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PREISZ ASSOCIATES, INC.

CRD 144469 · SEC 801-115031

AUM

$553M

Regulatory assets under management

Employees

475 client accounts

Services offered by PREISZ ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PREISZ ASSOCIATES, INC. →

Introduction

Speak with Robert

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

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PORTLAND?

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

Browse PORTLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Collins Beswick offer?

Robert Collins Beswick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Robert Collins Beswick's credentials?

Robert Collins Beswick holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Collins Beswick located?

Robert Collins Beswick is based in PORTLAND, Oregon, working with PREISZ ASSOCIATES, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Robert Collins Beswick charge for services?

Robert Collins Beswick'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 PREISZ ASSOCIATES, INC.?

PREISZ ASSOCIATES, INC. has approximately 9 employees and manages $553M 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 →