Robert Michael Beck
Professional Summary
Robert Michael Beck, who also goes by Robert M. Beck Jr., Robert Michael Beck Jr., was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 2011 - 2024. Robert had worked at 2 firms and has passed the SIE and Series 22 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert M. Beck Jr., Robert Michael Beck Jr.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
GP GROUP, LLC | LYNX CAPITAL, LLC | LYNX CAPITAL
Contact Information
Main Address
55 Parson Brown Ct., Moraga, CA 94556Mailing Address
55 Parson Brown Ct., Moraga, CA 94556Phone Number
(925) 388-0462Established
California since 10/21/2008Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DEUTZ, THEODORE JOHN | PRESIDENT/CCO | 2333618 |
| MORGAN, WILLIAM ARTHUR | FINOP | — |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Mar 2011About the Series 22 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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