Eric Becker
Wealth Management Advisor
- Role
- Wealth Management Advisor at Du Charme Wealth Management
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Eric Becker
My experience has helped me develop a passion for the mission to leave no family…
Experience
Wealth Management Advisor
Jul 2023 — Present · New Berlin, WI, US
Advisory services offered through SCF Investment Advisors, Inc. • 10150 Meanley Drive First Floor San Diego, CA 92131• (80••••••17 • Fax (55••••••09.
Education
Brigham Young University - Idaho
Associates Degree, Psychology
1996 — 1997
Brigham Young University
Bachelors Degree, Psychology
1998 — 2000
Skills
- Series 65
- Life Insurance
- Fiduciary
- Financial Planning
- Investment Management
- Strategic Planning
- Retirement Planning
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