BB
Brian K. Beckman
HERMOSA WEALTH MANAGEMENT
TORRANCE, CA 90503
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CRD#: 7313671
BB
Professional summary
Brian Kevin Beckman is a registered financial advisor currently at HERMOSA WEALTH MANAGEMENT located in Torrance, California.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brian has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Kevin Beckman'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®
NoneExperience
Current
November 13, 2020 - Present
HERMOSA WEALTH MANAGEMENT
Office #1: 20108 Anza Ave, Torrance, CA 90503RIA
CRD#: 310771
TORRANCE, CA
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
California(11/13/2020)
Exams
Current Firm
HW
HERMOSA WEALTH MANAGEMENT
HERMOSA INC. | HERMOSA WEALTH MANAGEMENT
CRD#: 310771 / SEC#:
California
Registered Investment Advisory firm - (9/24/2020 Approved)Indiana
Registered Investment Advisory firm - (8/8/2025 Approved)Texas
Registered Investment Advisory firm - (8/2/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2447 Pacific Coast Highway 2nd Floor, Hermosa Beach, CA 90254
Mailing Address
Phone number
(310) 870-8400
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 127 |
| AUM (Assets Under Management) | $ 23,762,500 |
Red Flags
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