Sam Michael Beckworth
Investment adviser representative at Secure Investment Management, LLC
29 yearsExperience
1 stateRegistered in
$42.9MFirm assets
11 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
29 years in the industry.
- Secure Investment Management, LLCOct 2024 to now
- Ae Wealth Management, LLCJul 2019 to now
- Beckworth Financial GroupOct 2018 to now
- Independent Licensed Insurance AgentOct 1997 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Secure Investment Management, LLC
$42.9MAssets managed
942Clients
22Advisers
11 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
- 2968528
- Firm CRD
- 141195