Robert Becker
Robert Becker is a registered investment advisor at Osaic Wealth, INC., based in Murfreesboro, TN, with 40 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
Regus - the Avenue Murfreesboro, 2615 Medical Center Pkwy #1560, Murfreesboro, TN, 37129
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Robert serves as the Vestry Treasurer for All Saints Episcopal Church, dedicating minimal time to reviewing financial statements. Robert also receives residual/renewal commissions as a servicing life and disability insurance agent, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Signator Investors, INC.Broker
Oneamerica Securities, INC.Broker
The O.N. Equity Sales CompanyBroker
Park Avenue Securities LLCBroker
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
Advanced Financial Planning Securities CorporationBroker
Manequity, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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