Keith Becker is a registered investment advisor, based in Newtown, PA, with 38 years of industry experience.
Location
10 N. State Street, Newtown, PA, 18940
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Keith is a financial advisor at Insight Advisors dba Private Index Wealth Management, providing investment advice. This takes nearly full-time, with some hours during securities trading hours.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2018 - Present · 8 yrs 3 mos
Insight Advisors, LLC
June 2017 - Present · 8 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2012 - July 2017 · 4 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
May 2009 - July 2017 · 8 yrs 2 mos
Citigroup Global Markets INC.Broker
December 2003 - May 2009 · 5 yrs 5 mos
A. G. Edwards & Sons, INC.
October 2003 - December 2003 · 2 mos
A. G. Edwards & Sons, INC.Broker
May 1991 - December 2003 · 12 yrs 7 mos
J. B. Hanauer & CO.Broker
June 1987 - June 1991 · 4 yrs
State Registrations6 states
CAFLNCNJNYPA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.