Yamara M. Beck

ASSETFUSION

SAN ANTONIO, TX

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CRD#: 5464486

Professional summary

Yamara M Beck, who also goes by Yamara M. Beck, is a registered financial advisor currently at ASSETFUSION located in San Antonio, Texas.

Yamara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Yamara has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Yamara M. Beck

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.

1) THE A.R.T. OF WEALTH LLC / 227 Dwyer Ave 544, San Antonio TX 78204 / 04/17/2017 / INV REL / INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES / 80 HR/MO - 20 HR/MO TRADING 2) NOTARY / 227 Dwyer Ave 544, San Antonio TX 78204 / 05/15/2015 / NIR / NOTARY PUBLIC / 2 HR/MO - 1 HR/MO TRADING 3) CENTER FOR LEGAL JUSTICE - ST MARYS UNIVERSITY / 227 Dwyer Ave 544, San Antonio TX 78204 / 01/01/2011 / NIR / TAX PREPARATION / 10 HR/MO - 0 HR/MO TRADING 4) REMAINS-2B-SEEN/RARE FINDS / 814 Hop Tree, San Antonio TX 78260 / 05/01/2022 / NIR / E-COMMERCE SALES OF COLLECTIBLES AND ANTIQUES / 10HR/MO - 0 HR/MO TRADING 5) CIRA / 1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556 / AS ADVISORY REP OF A RIA / INV REL / 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yamara M Beck's CRS (Customer Relationship Summary).

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

Current

November 14, 2024 - Present

ASSETFUSION

RIA

CRD#: 332755

SAN ANTONIO, TX

Past

April 6, 2022 - November 26, 2024

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

San Antonio, TX

Past

April 6, 2022 - November 26, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

San Antonio, TX

Past

May 12, 2014 - April 22, 2022

OSAIC FS, INC.

RIA

CRD#: 3870

ARLINGTON, TX

Past

May 12, 2014 - April 22, 2022

OSAIC FS, INC.

CRD#: 3870

ARLINGTON, TX

Past

January 24, 2008 - May 13, 2014

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

SAN ANTONIO, TX

Past

December 19, 2007 - May 13, 2014

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

SAN ANTONIO, TX

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/18/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/27/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/18/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ASSETFUSION

ASSETFUSION | ASSETFUSION, LLC

CRD#: 332755 / SEC#:

Texas

Registered Investment Advisory firm - (10/30/2024 Approved)

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Contact information

Main Address

San Antonio, TX

Mailing Address

Phone number

(512) 781-4691

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Firm Stability Insights

Yamara M. Beck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yamara M Beck's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSETFUSION

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

OSAIC FS, INC.

OSAIC FS, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/2008

Series 63

Date: 12/27/2007

SIE

Date: 10/1/2018

Series 6

Date: 12/18/2007

Current Firm

ASSETFUSION

Contact information

Documents

Red Flags

Company Information

ASSETFUSION

TRUST BUT VERIFY

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