Mark Becker
Mark Becker is a registered investment advisor at Kestra Advisory Services, LLC, based in Sacramento, CA, with 31 years of industry experience. Mark 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 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
4765 J Street, Suite B, Sacramento, CA, 95819
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2013Other Business ActivitiesSells Insurance
Mark is a partner at The Bee Box, bringing honey and pollen to the store, and an Investment Advisor Representative with Kestra Advisory Services, LLC, providing investment advisory services. Mark also owns The Becker Group and Becker Brothers Insurance Services, spending about three-quarters of his time meeting with clients and managing insurance operations.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
National Planning CorporationBroker
Washington Square Securities, INC.Broker
Aragon Financial Services, INC.Broker
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.