David L. Becker
Professional summary
David Lee Becker SR., who also goes by David Lee Becker, is a registered financial advisor currently at GREAT LAKES RETIREMENT SOLUTIONS, INC. located in Saginaw, Michigan.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. David has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Lee Becker SR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
January 21, 2025 - Present
GREAT LAKES RETIREMENT SOLUTIONS, INC.
Office #1: 2135 N. Center Road Suite 1, Saginaw, MI 48603Office #2: 5090 State St D101, Saginaw, MI 48603September 22, 2008 - November 2, 2023
SECURITIES EQUITY GROUP
February 11, 1987 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
February 11, 1987 - August 6, 2008
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/21/2025)
Exams
Current Firm
GREAT LAKES RETIREMENT SOLUTIONS, INC.
CRD#: 167046 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 39,466,000 |
Red Flags
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