Investors: Information for Our Financial Professionals' Clients

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You invest to ensure possibilities, choices, and freedom in your family's future. We congratulate you on that foresight. Welcome to H. Beck, Inc. (HBI), one of the nation's leading independent broker-dealers.*

Perhaps you’ve seen our name on the documents your Financial Professional shares with you, and you want to learn more about our role. Or perhaps you are considering establishing a relationship with a Financial Professional. In either case, this section of our website is for you.

INVESTOR EDUCATION


We also provide 
access to your accounts and our key policies, disclosures, and other important links.

Our Role

More than 700 Financial Professionals around the country have chosen HBI to provide them with the services, technology, investment products, and regulatory compliance oversight that enable them to provide sound advice and investment services and products that are in the best interests of you, the investor. Learn more about the benefits of independence.

Clearing and custodial services are provided by Pershing LLC, a subsidiary of BNY Mellon, the oldest bank in the United States.

Awards

We are proud to have been named Investment Advisor magazine's Broker-Dealer of the Year (Division III) twice in the past decade. This recognition, resulting from surveys of our Financial Professionals, speaks volumes about how they view our role in achieving success for their clients.

Ownership and Registration

HBI is governed by the Securities and Exchange Commission (SEC), and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

© 2021 Grove Point Financial, LLC

 

2440 Research Boulevard, Suite 500
Rockville, Maryland 20850 

Prospective Advisors:
866.586.0218

General Information:
301.944.5900

 

Investor Disclosures

Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC, Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Grove Point Financial, LLC is a subsidiary of Kestra Holdings. Except for the referenced Grove Point and Kestra companies, other entities referenced on this website are not affiliated with Grove Point Financial, LLC or its subsidiaries.

A wholly owned subsidiary of Kestra Holdings kestrafinancial.com.

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