Henry Becker (CRD# 2279285) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in New Market, MD and has over 25 years of experience in the finance industry. Henry Becker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2247685
Equitable Advisors, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 1817336
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Plymouth, MD | Jul 2021 - Current | 2 |
| Wealth Enhancement Group | Plymouth, MD | Jul 2021 - Current | 2 |
| Lighthouse Financial Advisors, Inc. | New Market, MD | Sep 2011 - Jul 2021 | 9 |
| Lighthouse Tax & Business Consulting, Inc. | New Market, MD | Jun 2014 - Nov 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
- MD
- TX
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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