Anthony Becker
Anthony Becker is a CFP-designated registered investment advisor at Capital Analysts, based in Fort Washington, PA, with 34 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
Get directionsHistory
Regulatory History (1)
Criminal
January 1991Other Business ActivitiesSells Insurance
Anthony does business as ATB Financial Services, providing income tax preparation services since 1995, taking about half of his time. He is also an insurance agent with ATBecker & Associates Financial Services since 1991, selling fixed annuities, life, disability, and health insurance products, dedicating about a quarter of his time.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations10 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.