Victor Daniel Beck
Investment adviser representative at Beck Capital Management LLC
13 yearsExperience
5 statesRegistered in
CFADesignation
$562.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Beck Capital Management LLCSep 2022 to now
- JPMorgan Chase Bank NAAug 2021 to Aug 2022
- JPMorgan Securities LLCAug 2021 to Aug 2022
- UnemployedAug 2019 to Jul 2021
- Ernst & Young LLCSep 2017 to Jul 2019
- UnemployedJun 2017 to Aug 2017
- Southern Methodist UniversityAug 2013 to May 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, IL, LA, TX).
Beck Capital Management LLC
$562.4MAssets managed
451Clients
10Advisers
16 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
- 7424179
- Firm CRD
- 152705