Bryan BecotteCRD Number: 3140840
Current Firm: Msi Financial Services, Inc.
Bryan Becotte (CRD# 3140840) is an Investment Advisor Representative working at Msi Financial Services, Inc. in East Providence, RI and has over 17 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Financial Independence, LLC
Genesis Wealth Advisors, LLC
|Metlife Securities Inc.||East Providence, RI||Jan 2015 - Current||1|
|New England Securities||Boston, MA||Feb 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV