Keith Becker (CRD# 1676269) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 36 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterlings Investments | Albany, NY | Nov 2017 - Current | 6 |
| Insight Advisors, Llc Dba Private Index Wealth Management | Newtown, PA | Jun 2017 - Current | 6 |
| Wells Fargo Clearing Services, LLC | Wayne, PA | Nov 2016 - Jun 2017 | < 1 |
| Wells Fargo Advisors LLC | Wayne, PA | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- PA
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Total Assets Under Management703MILLIONS
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Total Number of Accounts2,398ACCOUNTS
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Average Account Value$293,161
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WV
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