Marc Becker, financial advisor Durham NC

Marc Becker

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Marc S. Becker
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