Eric BeckerCRD Number: 4512430
Current Firm: Global View Capital Management, Ltd
Eric Becker (CRD# 4512430) is an Investment Advisor Representative working at Global View Capital Management, Ltd in New Berlin, WI and has over 15 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Global View Capital Management, Ltd.||Waukesha, WI||Jan 2014 - Current||4|
|Global View Capital Insurance, Ltd.||Waukesha, WI||Nov 2010 - Current||7|
|Purshe Kaplan Sterling Investments||Albany, NY||Jan 2014 - Dec 2014||< 1|
|Becker Precision Casting||Milwaukee, WI||Jun 2007 - Dec 2014||7|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Nov 2010 - Dec 2013||3|
|Milwaukee Public Schools||Milwaukee, WI||Sep 2010 - Sep 2012||2|
|Investment Advisors International, Inc.||Johns Creek, GA||Jan 2007 - Nov 2010||3|
|World Group Securities, Inc.||Johns Creek, GA||Apr 2002 - Nov 2010||8|
|World Financial Group||Johns Creek, GA||Jun 2001 - Nov 2010||9|
|Blue Cross Blue Shield Of Wisconsin||Milwaukee, WI||Jul 2005 - Jun 2010||4|
|Milwaukee Public Schools||Milwaukee, WI||Dec 2001 - Jun 2010||8|
|Innergy Lending||Duluth, GA||Jul 2006 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Total Assets Under Management305MILLIONS
Total Number of Accounts4,714ACCOUNTS
Average Account Value$64,698
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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