Don L. Beckwith
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.
Don Lee Beckwith, who also goes by Donald Lee Beckwith, was a registered financial professional .
Don is a previously registered financial professional and started their career in finance in 2001. Don had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 23, 2005 - August 14, 2018
INVESTMENT SECURITY GROUP, INC.
March 1, 2001 - December 8, 2005
INVESTMENT SECURITY GROUP INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
INVESTMENT SECURITY GROUP, INC.
CRD#: 136568 / SEC#: 801-64651
Contact information
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.
