BD
ChFC
BD
ChFC

Beth Decker

17 Years of Experience
Rochester, MI
Broker

Beth Decker is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rochester, MI, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

101 S. Main Street, Suite 200, Rochester, MI, 48307

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Beth is an owner of Sapientia Private Wealth Management, LLC, which is a DBA for RJFS. This activity takes about half of Beth's time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2020 - Present · 6 yrs
Previous Registrations
Raymond James & Associates, INC.
April 2017 - July 2020 · 3 yrs 3 mos
Raymond James & Associates, INC.Broker
April 2017 - July 2020 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - May 2017 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2014 - May 2017 · 2 yrs 8 mos
Cssc Investment Advisory Services, INC.
January 2013 - August 2014 · 1 yr 7 mos
Cssc Brokerage Services, INC.Broker
January 2013 - August 2014 · 1 yr 7 mos
The Huntington Investment Company
April 2009 - January 2013 · 3 yrs 9 mos
The Huntington Investment CompanyBroker
September 2008 - January 2013 · 4 yrs 4 mos
State Registrations25 states
AKAZCACOCTDCFLGAHIIAILINMAMIMONCNVNYOHOKORPATNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.