Brian Perry Beck
Investment adviser representative at Wmgna
29 yearsExperience
9 statesRegistered in
$346.4MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Arkadios CapitalNov 2024 to now
- WmgnaFeb 1996 to now
- Wealth Management Group of North America, LLCAug 1995 to now
- Osaic Wealth, Inc.Nov 2014 to Nov 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 9 states (CT, FL, GA, MA, NC, NH, NY, SC, TX).
Wmgna
Legal name: Wealth Management Group of North America, LLC
$346.4MAssets managed
326Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2289087
- Firm CRD
- 125765