Lana BecerraCRD 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.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|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|
Total Assets Under Management10,349MILLIONS
Total Number of Accounts117,803ACCOUNTS
Average Account Value$87,848
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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