Donald BeckerleCRD Number: 1943525
Current Firm: Signator Investors, Inc.
Donald Beckerle (CRD# 1943525) is an Investment Advisor Representative working at Signator Investors, Inc. in Eureka, MO and has over 28 years of experience in the finance industry. Donald Beckerle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Signator Investors, Inc.||Eureka, MO||May 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Eureka, MO||Sep 2009 - Current||7|
|Transamerica Life Companies||Eureka, MO||Aug 1988 - Current||28|
|Transamerica Financial Resources, Inc.||Eureka, MO||Apr 1989 - Sep 2009||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV