Frank Becherer
Frank Becherer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Indianapolis, IN, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10401 N. Meridian Street, Suite 122, Indianapolis, IN, 46290
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frank is the owner of Frank Becherer LLC and Legacy Wealth Partners LLC, which supports their RJFS office. He also serves as a successor trustee for multiple trusts, dedicating minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
David A. Noyes & Company
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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