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Philip L. Beh

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CRD#: 2516777
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Philip Logan Beh, who also goes by Philip L Beh, Phillip L Beh, was a registered financial advisor .

Philip is a previously registered financial advisor and started their career in finance in 1994. Philip had worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Philip L Beh | Phillip L Beh

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 8, 2010 - February 12, 2010

GROSS DOMESTIC PRODUCT, INC

RIA
CRD#: 147588
MANHATTAN BEACH, CA
Past

September 15, 2008 - April 30, 2019

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
MISSION VIEJO, CA
Past

December 13, 2007 - September 16, 2008

FINANCIAL WEST GROUP

BD
CRD#: 16668
IRVINE, CA
Past

March 28, 1996 - December 19, 2003

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

August 1, 1994 - February 21, 1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

August 1, 1994 - February 21, 1996

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GD
GROSS DOMESTIC PRODUCT, INC
CRAFTED WEALTH MANAGEMENT | GROSS DOMESTIC PRODUCT, INC | GDP, INC. | GDP WEALTH

CRD#: 147588 / SEC#: 801-133969

RIA
Registered Investment Advisory firm - (7/28/2025 Approved)
California
Registered Investment Advisory firm - (8/28/2025 Terminated)
Texas
Registered Investment Advisory firm - (7/29/2025 Terminated)
Wyoming
Registered Investment Advisory firm - (11/18/2019 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/29/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GD
GROSS DOMESTIC PRODUCT, INC
CRAFTED WEALTH MANAGEMENT | GROSS DOMESTIC PRODUCT, INC | GDP, INC. | GDP WEALTH

CRD#: 147588 / SEC#: 801-133969

RIA
Registered Investment Advisory firm - (7/28/2025 Approved)
California
Registered Investment Advisory firm - (8/28/2025 Terminated)
Texas
Registered Investment Advisory firm - (7/29/2025 Terminated)
Wyoming
Registered Investment Advisory firm - (11/18/2019 Terminated)
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Contact information


Main Address
Playa Del Rey, CA
Mailing Address
Po Box 515381 Pmb 51045, Los Angeles, CA 90051-6681
Phone number
(310) 341-2890
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GDP - FORM ADV PART 2A: FIRM BROCHURE (6/25/2025)

Regulatory assets under management


Total Number of Accounts221
AUM (Assets Under Management)$ 119,695,379

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GROSS DOMESTIC PRODUCT, INC

CRD#: 147588

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