William Becker, financial advisor Napa CA
90 score

William Becker

CRD Number: 6131583
Current Firm: Dedora Capital, Inc.

William Becker (CRD# 6131583) is an Investment Advisor Representative working at Dedora Capital, Inc. in Napa, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Dedora Capital, Inc. Napa, CA May 2015 - Current 1
Wells Fargo Advisors Financial Network, LLC Napa, CA Oct 2012 - Current 4
Self Napa, CA Aug 2011 - Sep 2012 1
Conservation Corps North Bay Novato, CA Oct 2008 - Jul 2011 2
Tides Center San Francisco, CA May 2001 - Sep 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for William A. Becker
Phone Number: 707-253-0681
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    162
    MILLIONS
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $499,321
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
Types of Clients
Registered States

CA, KS, LA, OR, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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