Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Westcliffe, CO 81252
Credentials
Series 66
Industry experience
10 years
Barbara Beckner is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 10 years of industry experience. Prior to joining Raymond James in 2020, she worked at Edward Jones and LPL Financial. Beckner is also the owner of Peaks Integrity Wealth Management LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting supported by outside managers and its Institutional Fiduciary Solutions division.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
595 Hermit Road
Westcliffe, CO 81252
Colorado · Texas
Raymond James Financial Services, Inc.
2020 - Present (6 years)
Raymond James Financial Services Advisors, Inc.
2020 - Present (6 years)
Allegis Advisor Corp.
2020 - Present (6 years)
Peaks Integrity Wealth Management, LLC
2019 - Present (7 years)
LPL Financial, LLC
2019 - 2020 (1 year)
Western Wealth Management LLC
2019 - 2020 (1 year)
Edward Jones
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63
Westcliffe, CO
Altius Financial, Inc.
Michael Williams is a CFP® professional with 27 years of industry experience, currently serving at Altius Financial, Inc. since 2000. He also has a longstanding association with Linsco/Private Ledger Corp. outside of his primary role. Altius Financial provides discretionary investment management, financial planning, and consulting services to individuals, estates, trusts, charitable organizations, foundations, and institutions, overseeing approximately $168 million in discretionary client assets. The firm employs an active, fundamentally driven investment approach combined with diversification and regular rebalancing, supported by third-party platforms for reporting and administration.
Series 66
Westcliffe, CO
Raymond James Financial
Ronald Beckner is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 11 years of industry experience. He previously worked at Edward Jones for seven years and has owned businesses in video production and wealth management. Outside of advising, he is an author and an independent agent providing Medicare education and insurance solutions, including indexed universal life policies. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, charitable organizations, and institutional entities. The firm offers tailored financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support across brokerage and advisory accounts.
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