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Luke Becker

28 Years of Experience
Hagerstown, MD
1 DisclosureBroker

Luke Becker is a registered investment advisor at PNC Wealth Management, based in Hagerstown, MD, with 28 years of industry experience. Luke is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

An annual fee of 0.85% applies to all accounts regardless of size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

12916 Conamar Drive, Hagerstown, MD, 21742

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2003
Settled
Other Business Activities

Luke is a wrestling official for the Washington County Wrestling Official Association since 2010. This non-investment related activity takes minimal time during trading hours.

Employment History
Current Registrations
PNC Wealth Management
July 2014 - Present · 12 yrs 3 mos
PNC Wealth Management LLCBroker
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
Infinex Investments, INC.Broker
June 2008 - July 2014 · 6 yrs 1 mo
Infinex Investments, INC.
June 2008 - July 2014 · 6 yrs 1 mo
Bi Investments, LLC
August 2007 - June 2008 · 10 mos
Bi Investments, LLC
May 2006 - June 2007 · 1 yr 1 mo
Bi Investments, LLCBroker
May 2006 - June 2008 · 2 yrs 1 mo
Morgan Stanley
October 2003 - February 2005 · 1 yr 4 mos
Morgan Stanley Dw INC.Broker
October 2003 - February 2005 · 1 yr 4 mos
Banc of America Investment Services, INC.
November 2000 - November 2003 · 3 yrs
Banc of America Investment Services, INC.Broker
October 2000 - November 2003 · 3 yrs 1 mo
Uvest Investment ServicesBroker
July 2000 - October 2000 · 3 mos
Aag Securities, INC.Broker
September 1999 - July 2000 · 10 mos
Centura Securities, INC.Broker
August 1998 - July 1999 · 11 mos
Painewebber IncorporatedBroker
August 1997 - July 1998 · 11 mos
Crispin Koehler SecuritiesBroker
October 1996 - September 1997 · 11 mos
State Registrations10 states
CADCFLHIMDNCNYPAVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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