Becca Brister is a registered investment advisor, based in Dallas, TX, with 7 years of industry experience. Becca is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219
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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.
Learn about disclosures →Employment History
Current Registrations
Institutional Securities Corporation
June 2026 - Present · 4 mos
Isc Advisors, INC.
June 2026 - Present · 4 mos
Institutional Securities CorporationBroker
June 2026 - Present · 4 mos
Previous Registrations
Charles Schwab & CO., INC.
October 2022 - July 2026 · 3 yrs 9 mos
Charles Schwab & CO., INC.Broker
June 2022 - July 2026 · 4 yrs 1 mo
Charles Schwab & CO., INC.Broker
January 2018 - November 2018 · 10 mos
Fidelity Brokerage Services LLCBroker
October 2014 - August 2017 · 2 yrs 10 mos
State Registrations1 state
TX
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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