Unclaimed Profile

Robert Collins Beswick

PREISZ ASSOCIATES, INC.·PORTLAND, Oregon

Clean recordPREISZ 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Collins Beswick is a registered financial advisor based in PORTLAND, Oregon, affiliated with PREISZ ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PREISZ ASSOCIATES, INC.

PREISZ FINANCIAL

AUM

$553M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PREISZ ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

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# 1040843

Firm CRD# 144469

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

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.

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