Brian
Becker
Prospera Financial Services, Inc
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About this Advisor
Brian Becker is a financial advisor working out of Mandeville, Louisiana who has 4 years of industry experience. Becker works at Prospera Financial Services, Inc. Throughout their career, they have worked at Becker & Suffern, LTD, Prospera Financial Services Inc and M Holdings Securities, Inc. Becker has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in Louisiana and Texas. Prospera Financial Services, Inc is an advisory business that has its headquarters in Dallas, TX. The firm has offices in 105 locations and a total of 242 employees. It administers $6 billion in assets under management among its 18,852 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 76 charitable organizations. Of its 18,852 accounts, 34% are held by high-net-worth investors who have more than $1 million in assets. Prospera Financial Services, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely are based on which services are provided. Fees billed by Prospera Financial Services, Inc can be comprised of some blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prospera Financial Services, Inc Brokerage Details
$5,921,456,412
242
18,852
$314,102
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Brian Becker Work History
Brian has been registered as a financial advisor for 4 years.*
Prospera Financial Services Inc
M Holdings Securities, Inc
Becker & Suffern, LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Becker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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