Marc BeckerCRD Number: 4247479
Current Firm: Efficient Advisors
Compensation Model: Fee Only
Marc Becker (CRD# 4247479) is an Investment Advisor Representative working at Wiser Financial Coaching, LLC in Durham, NC and has over 15 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Efficient Advisors, LLC||Philadelphia, PA||Jul 2021 - Current||1|
|M. S. Howells & Company||Scottsdale, AZ||Aug 2019 - Current||3|
|Wiser Financial Coaching LLC||Durham, NC||Jan 2007 - Current||16|
|Efficient Advisors, LLC||Philadelphia, PA||Jan 2011 - Jul 2021||10|
|Triad Advisors, Inc.||Norcross, GA||Mar 2006 - Aug 2019||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2000|
|S65||NASAA Investment Advisors Law Examination||May 2014|
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.