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Allison Luttermoser Beckham

Allison L. Beckham

BECKHAM FINANCIAL
MIAMI, FL
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CRD#: 5840236
Allison Luttermoser Beckham

Professional summary

Allison Luttermoser Beckham, CFP®, CIMA®, who also goes by Allison Kendall Luttermoser, is a registered financial advisor currently at BECKHAM FINANCIAL, LLC located in Miami, Florida.

Allison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Allison has worked at 4 firms and has passed the Series 66, SIE, Series 6 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Allison Kendall Luttermoser

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 Woody Foundation - Coral Gables, FL; Nature of the Business: Non Profit Org. - Founder/Leadership; Position/Title: Director; Investment Related: No; Start Date: 01/01/2018; Hours per month devoted to this business: 10; Hours per month devoted to this business during trading hours: 0; Description of duties: Community engagement.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allison Luttermoser Beckham'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®
CFP®

Certified Financial Planner

Start date: 2018

CIMA®

Certified Investment Management Analyst

Experience

Current

August 23, 2024 - Present

BECKHAM FINANCIAL, LLC

RIA
CRD#: 331633
MIAMI, FL
Past

November 16, 2018 - September 23, 2024

FIRESTONE CAPITAL MANAGEMENT INC

RIA
CRD#: 106366
CORAL GABLES, FL
Past

December 15, 2015 - September 26, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
MIAMI, FL
Past

October 29, 2010 - July 8, 2011

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
GLASTONBURY, CT

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
Florida
(8/23/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/26/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/26/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/15/2015
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 10/27/2010
General Securities Representative Examination

Current Firm

BF
BECKHAM FINANCIAL, LLC
BECKHAM FINANCIAL, LLC

CRD#: 331633 / SEC#:

Florida
Registered Investment Advisory firm - (8/23/2024 Approved)
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Contact information

Main Address
Miami, FL
Mailing Address
Phone number
(717) 856-6223
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts14
AUM (Assets Under Management)$ 3,110,000

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

BECKHAM FINANCIAL, LLC

CRD#: 331633Miami, FL

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