Advisor at The Wealth Group, Ltd
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.
Firm
The Wealth Group, Ltd
Location
Rocy Mount, NC 27804
Credentials
Series 63, Series 65
Industry experience
31 years
Keith Beck is a financial advisor with The Wealth Group, Ltd. in Rocky Mount, NC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with The Wealth Group since 2011 and also operates a CPA firm providing accounting services. Additionally, he serves as a vice president and advisor for multiple medical and dental-related businesses. The Wealth Group, Ltd. provides wealth analysis, financial planning, and portfolio management to individuals, high net worth clients, trusts, corporations, and charitable organizations. The firm manages approximately $289 million across about 425 clients, employing a contrarian/value investment approach with both internally managed accounts and access to external money managers.
Based on The Wealth Group, Ltd
Based on The Wealth Group, Ltd
Based on The Wealth Group, Ltd
$0 - $500,000: 1.75% annually $500,001 - $1,500,000: 1.50% annually $1,500,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 0.90% annually $5,000,001+: negotiated
Commissions and/or premiums from sale of investment and insurance products by Investment Adviser Representatives
$125 per hour for wealth analysis and planning services
Fee-only: Hourly fee of $125 for wealth analysis and planning services
109 Foy Drive
Rocy Mount, NC 27804
North Carolina
The Wealth Group, Ltd.
2011 - Present (15 years)
Capital Investment Group, Inc.
2011 - Present (15 years)
Keith C. Beck, Cpa
1995 - Present (31 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63, Series 65
Rocky Mount, NC
Emerald Asset Management, Inc.
Series 63, Series 65
Rocky Mount, NC
Emerald Asset Management, Inc.
Series 65
Rocky Mount, NC
Whitener Capital Management, Inc
CFP®, Series 63, Series 65
Rocky Mount, NC
Whitener Capital Management, Inc
Series 66
Rocky Mount, NC
Whitener Capital Management, Inc
Series 63, Series 65
Rocky Mount, NC
Whitener Capital Management, Inc
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