Robert Becker
Robert Becker is a registered investment advisor at Osaic Wealth, INC., based in Odessa, FL, with 40 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Odessa, FL
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.
Osaic Wealth, INC.Broker
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.