Keith Coyner Beck
Investment adviser representative at The Wealth Group, Ltd
31 yearsExperience
1 stateRegistered in
$160.2MFirm assets
3 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- The Wealth Group, Ltd.May 2011 to now
- Capital Investment Group, Inc.Mar 2011 to now
- Keith C. Beck, CpaJul 1995 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (NC).
The Wealth Group, Ltd
$160.2MAssets managed
148Clients
5Advisers
3 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
- 2420576
- Firm CRD
- 154106