Featured Business Financial Advisor in Austin, TX
Austin Financial Advisors
Beck Capital Management LLC
2009 South Capital of TX Hwy #200
Austin, TX 78746
(512) 345-6789
“Tax Wise - Money Smart”
Advisor Profile
Jerry McIlhon
Name:  Jerry McIlhon
Phone Number:  (512) 345-6789
Website:  Visit Website
ADV Form II Link:
Beck Capital Management LLC

About Beck Capital Management LLC

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry.

Fee-based RIA, provides wealth consultant and investment advisory services.

Click on our website to view our investment philosophy and personnel.
 

General Information

Gender:    Male
CRD#:    1730924
SEC File#:    801-62795
Insurance License#:    1016912
Name of Custodial Firm:    Fidelity Institutional
States Licensed in:    Texas
States Willing to do Business in:    Austin,Buda,Cedar Creek,Cedar Park,Del Valle,Driftwood,Dripping Springs,Elgin,Georgetown,Hutto,Kyle,Leander,Manchaca,Manor,Pflugerville,Round Rock,Spicewood,And surrounding areas
Years of Experience in Financial Services:    29
Number of Years with Current Firm:    17
Work Experience:    See Bio
I work with the following types of clients:    Individual Investors, Businesses
 

Education

Academic Background
 
University of Northern Iowa Marketing/Finance 25 years of experience
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Bonds, Annuities, Insurance
I can meet clients in the following ways:    At my office, Via phone, Via email, At your office, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Senior Investment Advisor
Securities Licenses:    Series 65, Series 6, Series 63
Insurance and Annuity Licenses:    Disability, Annuity, Life, Health
Non-Financial Organization Memberships:    Hospice Austin
 

Firm Information

Firm's Number of Clients:    400
Firm's Number of Managed Clients:    400
Assets Managed by Firm:    $260million
Advisor's Number of Clients:    200
Advisor's Number of Managed Clients:    200
Assets Managed by Advisor:    $46 million AUM
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Commissions, Based on Assets
Fee % Based on Assets:    .75-1.8%
Minimum Fee Charged for Managed Accounts:    .75%
 
 
 
 
 
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