How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

No. 1) Name of Business: Southwest Chapter Umpires (Taso). Non-Investment related. Address: 5655 Philadelphia Ct., Watauga, TX 76148. Nature of Business: Chapter provides softball umpires for high schools, private schools, and occasionally select of youth leagues in Texas. Position/Title/Relationship: Secretary. Start Date: 07/01/2019. Hours per month: 15. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Administrative duties for the chapter. No. 2) Name of Business: Texas Association of Sports Official. Non-Investment related. Address: PO Box 1685, Ft. Worth, TX 76101. Nature of Business: Football Official for junior and high school. Position/Title/Relationship: Football Official. Hours per week: 8-12. Duties/Responsibilities: Football Official for junior and high school.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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David Leland Beck

Experience: 32 years / 7 firms

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