Marc Becker (CRD# 4247479) is an Investment Advisor Representative working at Wiser Financial Coaching, LLC in Durham, NC and has over 15 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Efficient Advisors, LLC | Philadelphia, PA | Jul 2021 - Current | 2 |
| Wiser Financial Coaching LLC | Durham, NC | Jan 2007 - Current | 17 |
| M. S. Howells & Company | Scottsdale, AZ | Aug 2019 - Dec 2021 | 2 |
| Efficient Advisors, LLC | Philadelphia, PA | Jan 2011 - Jul 2021 | 10 |
| Triad Advisors, Inc. | Norcross, GA | Mar 2006 - Aug 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
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