Stephen Becker (CRD# 2005623) is an Investment Advisor Representative working at Avantax Advisory Services in High Bridge, NJ and has over 21 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | High Bridge, NJ | Aug 2023 - Current | < 1 |
| Beckers Tax Service | High Bridge, NJ | Jan 2018 - Current | 6 |
| Steve Becker Tax Services | High Bridge, NJ | Aug 2013 - Jan 2020 | 6 |
| Sunrise Systems | Edison, NJ | Jun 2016 - Jun 2017 | 1 |
| United States Postal Service | Ringoes, NJ | Sep 2015 - Dec 2016 | 1 |
| Flow Smart | Seaford, DE | Feb 2015 - May 2015 | < 1 |
| Ocean Road Consulting | Quakertown, PA | Nov 2014 - Jan 2015 | < 1 |
| Secant Medical | Quakertown, PA | Dec 2013 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2003 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- NJ
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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