Grove Point Financial, LLC

Grove Point Financial

Menu

Log in

Home
News
Events

Home
Join Us
The H. Beck Difference
Investors
Careers
Contact
News
Events

Join Us
The H. Beck Difference
Investors
Careers
Contact

Financial Professional Inquiry and Referral Form

To request more information about joining H. Beck, Inc., or to refer a Financial Professional to us, please fill out and submit the form below so we can learn a little more about, and know how best to contact, you or the person you are referring. One of our Ambassadors will get in touch soon!

Select a choice

The following information is about myself
The following information is a referral of another advisor

Referral Contact Information

If this is a referral, please provide:

Referring advisor's Name

Click to add

(?)

Referring advisor's contact phone or email

Click to add

(?)

Contact Information

First Name

Click to add

(?)

Last Name

Click to add

(?)

Address

Click to add

(?)

City

Click to add

(?)

State

Zip

Click to add

(?)

Preferred Contact Method

Cell Phone

Click to add

(?)

Home Phone

Click to add

(?)

Office Phone

Click to add

(?)

Email Address

Click to add

(?)

Licenses Information

Check all that apply.

Series 1
Series 3
Series 6
Series 7
Series 22
Series 63
Series 65
Series 66

Supervisory Licenses

Series 24
Second Choice

Insurance Licenses

Life
Health

Other Licenses

Click to add

If you hold other licenses not listed above, please specify.

(?)

Business Mix

Please enter a percentage estimate for each applicable business area. Your total needs to add up to 100%.

Equities

Click to add

(?)

DPP

Click to add

(?)

Fixed Income

Click to add

(?)

Mutual Funds

Click to add

(?)

VAs

Click to add

(?)

Insurance

Click to add

(?)

EIA

Click to add

(?)

Options

Click to add

(?)

Fee Based

Click to add

(?)

Other

Click to add

(?)

Production Information

Trailing-12 Gross Dealer Concessions

Additional Comments

Comments

Click to add

(?)

Type in the Words Below

Generate New Image

Type the code from the image

Join Us

Your Support Team
Transitioning
Products
Technology
Pershing
Hybrid RIA
What Our Financial Professionals Say
Contact Our Ambassador

Follow Us:

LinkedIn FaceBook

Twitter YouTube

© 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.

hbeckadvisordashboard2018.master

Username

Password

Forgot your username or password?

Note: all transactions may be logged and monitored.