Barbara Becker (CRD# 4885030) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 19 years of experience in the finance industry.
CRD# 5163406
Fenimore Asset Management, Inc.
CRD# 4546264
Cadaret Grant & Co Inc.
CRD# 2828951
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment Planning, Inc. | Cobleskill, NY | Jul 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
- NY
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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