Eric Becker, financial advisor New Berlin WI
93 score

Eric Becker

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Global View Capital Management, Ltd. Waukesha, WI Jan 2014 - Current 2
Global View Capital Insurance, Ltd. Waukesha, WI Nov 2010 - Current 6
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. Waukesha, WI Jan 2007 - Nov 2010 3
World Group Securities, Inc. Waukesha, WI Apr 2002 - Nov 2010 8
Wfg Waukesha, WI 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
City 1st Mortgage Services Salt Lake City, UT Apr 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Eric J. Becker
Phone Number: 262-650-1030
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    257
    MILLIONS
  • Total Number of Accounts
    6,000
    ACCOUNTS
  • Average Account Value
    $42,794
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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