Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Beck is an investment advisor representative at Bailard, Inc. with a focus on providing financial planning and portfolio management services. Linda has been with the firm since December 2012. Linda holds the Series 65 license and is a Chartered Financial Analyst. Linda is registered with the state of California since February 14, 2013 and Texas since March 28, 2023. Linda's experience and qualifications make an ideal advisor for those seeking personalized guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
03/28/2023 - Present
Bailard, Inc. (FOSTER CITY CA)
IA
Issued 10/07/1993
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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