Beth Decker (CRD# 5458995) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rochester, MI and has over 14 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Rochester, MI | Jul 2020 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Rochester, MI | Jul 2020 - Current | 3 |
| Sapientia Private Wealth Management, LLC | Rochester, MI | Dec 2019 - Current | 4 |
| Raymond James & Associates, Inc. | Clinton Township, MI | Apr 2017 - Jul 2020 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Clinton Twp, MI | Aug 2014 - Apr 2017 | 2 |
| Cssc Brokerage Services, Inc. | Troy, MI | Jan 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- MI
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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