Brian BeckerCRD Number: 5881391
Current Firm: Ameriprise Financial Services, Inc.
Brian Becker (CRD# 5881391) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Toledo, OH and has over 5 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Ameriprise Financial Services, Inc.||Toledo, OH||Mar 2013 - Current||4|
|Unemployed||Toledo, OH||Jan 2013 - Mar 2013||< 1|
|Metlife Securities Inc.||Maumee, OH||Jan 2011 - Jan 2013||2|
|Unemployed||Toledo, OH||Sep 2010 - Jan 2011||< 1|
|Fifth Third||Toledo, OH||Jan 2010 - Sep 2010||< 1|
|Huntington National Bank||Toledo, OH||Sep 2006 - Dec 2009||3|
|The Home Depot||Toledo, OH||Mar 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV