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 33 years of experience in the finance industry.

Similar Advisors
Robert Burns, financial advisor Palm Beach Gardens FL
Robert Burns
CRD# 1690782
J.p. Morgan Securities LLC
Similar Advisors
Ali Abbas, financial advisor Palm Beach Gardens FL
Ali Abbas
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
David Abitz, financial advisor Palm Beach Gardens FL
David J. Abitz
CRD# 2650834
Convergence Investment Partners, LLC
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
    2,904
    MILLIONS
  • Total Number of Accounts
    14,363
    ACCOUNTS
  • Average Account Value
    $202,187
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.