Our Broker-Dealer

 

 

 

 

Members of The Money Foundation production group offer their products and advisory services through Kestra/H. Beck Inc. H. Beck is a bi-coastal broker/dealer headquartered in Rockville, MD.

One the country’s leading independent broker-dealers, H. Beck was founded over 25 years ago by the same executives who manage the firm today. Three of the five founders came from insurance backgrounds. Over the years, H. Beck has developed a strong reputation of providing excellent service and building personal relationships with our advisors. The firm operates in an open environment of products, technology and ideas. As a result, their 850 producing financial advisors can develop their businesses to meet their unique professional and personal goals.

 

In 2007, Investment Advisor magazine named H. Beck Broker-Dealer of the Year. Today, H. Beck, Inc. is a wholly owned subsidiary of Kestra/H. Beck Inc.-a privately owned company of Kestra Financial.

H. Beck Inc | Kestra Financial