Theodore David Beckman

Employer firm

Game Plan Financial Advisors, LLC CRD 147608

$255M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → Present
  Game Plan Financial Advisors
  Westlake, OH

Previous Registrations

• 2011-02-25 → 2023-03-13
  Game Plan Financial Advisors, Llc
  Westlake, Oh, OH
• 2006-07-24 → 2009-03-23
  Carnegie Capital Asset Management Company
  Cleveland, OH
• 2004-02-04 → 2006-07-12
  Raymond James & Associates, Inc.
  Beachwood, OH
  Cleveland, OH
• 2003-05-15 → 2004-02-03
  Wells Fargo Clearing Services, Llc
  Leveland, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-02-04

Other Names

• Theadore David Beckman
• Ted Beckman