Seth Becker (CRD# 4125151) is an Investment Advisor Representative working at Oakstone Financial Management, LLC in Gahanna, OH and has over 21 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oakstone Financial Management, LLC | Gahanna, OH | Jan 2019 - Current | 5 |
| Oakstone Financial | Gahanna, OH | Apr 2003 - Current | 21 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2016 - Jan 2019 | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2016 - Jan 2019 | 2 |
| Cadaret, Grant & Company, Inc. | Syracuse, NY | Jun 2006 - Mar 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2003 |
- OH
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts132ACCOUNTS
-
Average Account Value$316,395
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
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