EB
EB

Elijah Timothy Beckwith

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningReal Estate Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
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Location

348 S Waverly Rd, Suite 100, Holland, MI, 49423

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Elijah is the Director of Client Experience at Schipper and Osterink, an insurance and financial services company, since 2021. This role takes nearly full-time hours and involves providing financial management, consulting, and insurance services to clients.

Employment History
Current Registrations
Advisory Alpha, LLC
September 2021 - Present · 4 yrs 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Elijah Timothy Beckwith - Financial Advisor | TrueAdvisor