Our advisor-focused, accessible culture starts with YOU. We understand your needs and we’re committed to your continued success.Let’s talk.
Tracing its roots back to 1954, H. Beck, Inc. (HBI) is one of the nation’s leading independent broker-dealers.* More than 700 financial advisors around the country have chosen us to provide them with the superior service and support that enable them to be successful for their clients.
If you are an advisor who is ready to make a change, call us at 866.586.0218 to see how HBI can make a difference for your practice. Learn More >
Video: An Overview of H. Beck, Inc.
“When I was choosing a new broker-dealer in 2010, functionality was the most important thing to me: Which firm had all of the products we used the most of, and was not overly restrictive on the things we did the most? H. Beck is very good. It has a good culture. I didn't realize that was something that even mattered to me until we came to H. Beck. It's one of the reasons we would stay.”
–Reena O., Maryland
“Access and trust are the differences. H. Beck recognizes the independent culture. That is probably the thing that drew me the most. They want to keep me compliant, but they don't want to force me into 'this is the way everyone here does this.' They let us be the professional interfacing with the client.”
–Carl B., North Carolina
“The company has an amazing, family-type congeniality. They do this better than anyone else. They really are good people. The culture of the company is friendly, very congenial. Of the top 10 producers, seven or eight are people I've really connected with. It's one of the nicest firms I've ever worked with.”
–Frank B., Pennsylvania
“We knew we wanted a smaller broker-dealer. It was the people, ultimately, who made the difference – everyone we worked with and met along the way. We've had great access to whoever we've needed to get in touch with.”
–Matt B., Maryland
H. Beck, Inc. has been named Broker-Dealer of the Year twice in the past decade by Investment Advisor magazine. More >
Our dedicated Transition Team ensures smooth onboarding.
We offer a wide range of products to help meet your investors' needs.
Our integrated technology and services make your practice more efficient.
Clinelle supervises the team that reviews advisors' business for suitability and trains advisors on direct business and trading processes. More >
Mike meets with advisors to ensure that their compliance needs are being met and their offices are ready for any regulatory audits. More >
Meredith's role as Transition Coordinator is to streamline the onboarding of new financial advisors. More >
Vanessa oversees the day-to-day operations of the Licensing and Transition teams and provides excellent customer service to our internal and external clients. More >
Glen is responsible for training new and existing advisors on our technology platform, as well as making recommendations on all industry technology solutions. More >
See Full Team
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