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Sam B
Series 63, Series 65
Clovis, CA
Secure Investment Management, LLC
Sam Beckworth is a financial advisor with Secure Investment Management, LLC in Clovis, CA, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at AE Wealth Management since 2019 and owns Beckworth Financial Group, where he has been active since 2018. Beckworth also serves as a licensed minister at Gateway City Church. Secure Investment Management serves individuals, business entities, trusts, and estates with financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory and long-term diversified allocations using low-cost mutual funds, ETFs, third-party managers, and direct indexing.
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