Lana Becerra, financial advisor Omaha NE
93 score

Lana Becerra

CRD Number: 2979000
Current Firm: Amerivest Investment Management, LLC

Lana Becerra (CRD# 2979000) is an Investment Advisor Representative working at Amerivest Investment Management, LLC in Omaha, NE and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritrade Omaha, NE Sep 1997 - Current 20
Girl Scouts Omaha, NE Jun 2009 - May 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Lana L. Becerra
Phone Number: 800-237-8692
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    10,349
    MILLIONS
  • Total Number of Accounts
    117,803
    ACCOUNTS
  • Average Account Value
    $87,848
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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