William BeckerCRD 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.
J.p. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Financial Planning Services
|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|
Total Assets Under Management3,120MILLIONS
Total Number of Accounts14,326ACCOUNTS
Average Account Value$217,769
- 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
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