Becki K. Sutton
Professional summary
Becki Kathleen Sutton, CFP®, who also goes by Becki Kathleen Steidley, is a registered financial advisor currently at BKS WEALTH LLC located in San Diego, California.
Becki is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Becki has worked at 8 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Becki Kathleen Sutton's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
January 15, 2024 - Present
BKS WEALTH LLC
November 15, 2021 - March 29, 2024
JBL WEALTH STRATEGIES
January 19, 2021 - November 15, 2021
WFA OF SAN DIEGO
July 31, 2015 - April 6, 2020
FINANCIAL SENSE ADVISORS, INC.
October 16, 1997 - December 9, 2011
BRANDES INVESTMENT PARTNERS, LP
June 19, 1990 - October 10, 1997
USAA INVESTMENT SERVICES COMPANY
August 23, 1988 - June 22, 1989
IDS LIFE INSURANCE COMPANY
August 23, 1988 - June 22, 1989
AMERIPRISE FINANCIAL SERVICES, 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
(2/20/2024)
(1/15/2024)
Exams
Current Firm
BKS WEALTH LLC
CRD#: 329627 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 12,600,210 |
Red Flags
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