David Becker, financial advisor Milwaukee WI

David Becker

CRD Number: 2839572
Current Firm: 1834 Investment Advisors Company

David Becker (CRD# 2839572) is an Investment Advisor Representative working at 1834 Investment Advisors Company in Milwaukee, WI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
1834 Investment Advisors Company Milwaukee, WI May 2013 - Current 10
Premier Asset Management LLC Chicago, IL Jun 2022 - Jun 2023 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1996
Contact Info for David P. Becker
Phone Number: (414) 615-1012
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    1,117
    MILLIONS
  • Total Number of Accounts
    1,077
    ACCOUNTS
  • Average Account Value
    $1,037,297
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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