William Becker, financial advisor Palm Beach Gardens FL

William Becker

CRD Number: 1987125
Current Firm: Money Concepts Advisory Service

William Becker (CRD# 1987125) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL May 2022 - Current < 1
Infinity Financial Services Advisory Oakland, CA Mar 2020 - May 2022 2
Infinity Financial Services Oakland, CA Aug 2014 - May 2022 7
Money Concepts Capital Corp North Palm Beach, FL Jun 1996 - Aug 2014 18
State Insurance San Jose, CA Apr 1994 - Aug 2014 20
Blue Cross Oxnard, CA Aug 1992 - Aug 2014 22
Blue Shield Sunnyvale, CA Mar 1991 - Aug 2014 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1991
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for William D. Becker
Phone Number: 561-472-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,120
    MILLIONS
  • Total Number of Accounts
    14,326
    ACCOUNTS
  • Average Account Value
    $217,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

VI

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