William
Becker

Kestra Advisory Services, LLC

CRD#4039045
Investment Advisor
in Mars, PA

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About this Advisor

William Becker is a financial advisor working in Mars, Pennsylvania who has 1 year of industry experience. Becker is an employee of Kestra Advisory Services, LLC. Their career trajectory has included roles at Ubs Financial Services Inc, Wells Fargo Advisors Financial Network, LLC, Kestra Investment Services LLC and Kestra Advisory Services, LLC. Becker maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Florida, Pennsylvania and Texas. Kestra Advisory Services, LLC is an advisory firm that has its headquarters in Austin, TX. The company has offices in 544 locations and a total of 1,311 advisors. It administers $42 billion in total assets across its 140,407 accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 132 charities and foundations. Of its 140,407 accounts, 17% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on the financial services offered. Fee types billed by Kestra Advisory Services, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7011 Crider Road Suite 101
Mars, PA 16046

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

PA Average: $3,042,739,679
Total Number of Employees

1,311

PA Average: 49
Total Number of Accounts

140,407

PA Average: 2,315
Average Account Size

$297,671

PA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

William Becker Work History

William has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Kestra Investment Services LLC

2022 - Present (2 years)

Kestra Advisory Services, LLC

2015 - 2022 (7 years)

Wells Fargo Advisors Financial Network, LLC

2010 - 2015 (5 years)

Ubs Financial Services Inc

*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 William Becker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kestra Advisory Services, LLC

Jacob Kogler
Saint Paul, MN
Jeffery Seitz
Richland, WA
Garrett Frey
Pittsburgh, PA
Charles Campbell
Charlotte, NC
Adam Murray
Lutherville Timonium, MD
Clinton Miller
Canton, OH
Stanton Wheeler
Saint Augustine, FL
Eloisa Vela
Austin, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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