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Robert James Beck

HANCOCK CAPITAL MANAGEMENT, INC.·ALTOONA, Pennsylvania
SIE, Series 6, Series 7, Series 63, Series 65ChFCClean record25 years registeredHANCOCK CAPITAL MANAGEMENT, INC.
1618 E. PLEASANT VALLEY BLVD., ALTOONA, PA 16602CRD# 1395076Firm CRD# 122520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert James Beck · ALTOONA, PA
Registration
CRD #1395076 · HANCOCK CAPITAL MANAGEMENT, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

PRINCIPAL SECURITIES, INC.
Apr 2010 – present
HANCOCK CAPITAL MANAGEMENT, INC.
Jan 2001 – Dec 2016
ALTOONA, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 24, 2001
Years registered · 25
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HANCOCK CAPITAL MANAGEMENT, INC.
CRD 122520 · SEC 801-68492
AUM
$39M
Regulatory assets under management
Employees
6
578 client accounts
Services offered by HANCOCK CAPITAL MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at HANCOCK CAPITAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Robert James Beck offer?
Robert James Beck specializes in Investment Management. Contact their office in ALTOONA, Pennsylvania for a consultation.
What are Robert James Beck's credentials?
Robert James Beck holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert James Beck located?
Robert James Beck is based in ALTOONA, Pennsylvania, working with HANCOCK CAPITAL MANAGEMENT, INC.. Their office serves clients in the ALTOONA metropolitan area and surrounding communities.
How does Robert James Beck charge for services?
Robert James Beck's firm is compensated through percentage of aum, other: percentage of plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HANCOCK CAPITAL MANAGEMENT, INC.?
HANCOCK CAPITAL MANAGEMENT, INC. has approximately 6 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HANCOCK CAPITAL MANAGEMENT, INC.

Allan Gene Hancock
ALTOONA, PA
ChFC
Craig M Kilmer
ALTOONA, PA
Robert Elwood Donlan
ALTOONA, PA
Walter J Sedlock
ALTOONA, PA

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