James Becker (CRD# 7799739) is an Investment Advisor Representative working at Black Swift Group, LLC in Boulder, CO and has 1 year of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Change Home Mortgage | Boulder, CO | Jun 2023 - Current | < 1 |
| Black Swift Group LLC | Boulder, CO | Mar 2023 - Current | 1 |
| Capital Works Mortgage | Denver, CO | Mar 2023 - May 2023 | < 1 |
| Celebrity Home Loans | Denver, CO | Dec 2022 - Feb 2023 | < 1 |
| The Home Loan Expert | Denver, CO | Apr 2019 - Nov 2022 | 3 |
| First Centennial Mortgage | Denver, CO | Jun 2015 - Mar 2022 | 6 |
| Megastar Financial | Denver, CO | Jan 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- CO
-
Total Assets Under Management468MILLIONS
-
Total Number of Accounts338ACCOUNTS
-
Average Account Value$1,383,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, LA, MA, NY, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.