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Alexandria Marie Becker

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
982 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

142 Garth Rd., Suite Tu, Scarsdale, NY, 10583

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alexandria works as an accountant and CPA at A.T. Becker & Associates, Inc., focusing on tax accounting and insurance sales. This role takes about two-thirds of Alexandria's time and is investment-related.

Employment History
Current Registrations
Capital Analysts
May 2021 - Present · 4 yrs 9 mos
Lincoln Investment
May 2021 - Present · 4 yrs 9 mos
Lincoln InvestmentBroker
September 2015 - Present · 10 yrs 5 mos
State Registrations9 states
CACTFLMANCNJNYOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.