BW
Becky L. Walker
FIRST FINANCIAL COACHING
Austin, TX 78610
Some features on this profile are disabled
CRD#: 2128198
BW
Professional summary
Becky Lynn Walker, CFP®, who also goes by Becky Lynn Yancey, is a registered financial advisor currently at FIRST FINANCIAL COACHING, INC. located in Austin, Texas and LEIGH BALDWIN & CO., LLC located in Buda, Texas.
Becky is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Becky has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Becky Lynn Yancey
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
GENERAL AGENT & INSURANCE- LIFE/HEALTH; NOT INVESTMENT RELATED; 100% OWNER; HOURS DURING THE COURSE OF NORMAL BUSINESS HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Becky Lynn Walker's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
July 22, 2025 - Present
FIRST FINANCIAL COACHING, INC.
Office #1: 142 Cimarron Park Loop Suite F, Austin, TX 78610RIA
CRD#: 152070
Austin, TX
Current
July 23, 2025 - Present
LEIGH BALDWIN & CO., LLC
Office #1: 142 Cimarron Park Loop Ste F, Buda, TX 78610RIA
BD
CRD#: 38751
BUDA, TX
Past
August 23, 2024 - July 25, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
Buda, TX
Past
August 23, 2024 - July 25, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
Buda, TX
Past
January 22, 2013 - August 23, 2024
TRIAD ADVISORS LLC
RIA
CRD#: 25803
Buda, TX
Past
January 22, 2013 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Buda, TX
Past
January 9, 2001 - November 30, 2006
INDEPENDENT ADVISERS GROUP CORP
RIA
CRD#: 106684
AUSTIN, TX
Past
April 23, 1991 - February 5, 2013
OSAIC FS, INC.
RIA
CRD#: 3870
AUSTIN, TX
Past
April 22, 1991 - February 5, 2013
OSAIC FS, INC.
BD
CRD#: 3870
AUSTIN, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FIRST FINANCIAL COACHING, INC.
FFC | YOUR FINANCIAL COACH, INC. | FIRST FINANCIAL COACHING, INC. | FIRST FINANCIAL COACHING
CRD#: 152070 / SEC#: 801-128612
RIA
Registered Investment Advisory firm - (8/30/2023 Approved)Arizona
Registered Investment Advisory firm - (9/5/2023 Terminated)California
Registered Investment Advisory firm - (10/5/2023 Terminated)Delaware
Registered Investment Advisory firm - (9/6/2023 Terminated)Florida
Registered Investment Advisory firm - (9/5/2023 Terminated)Georgia
Registered Investment Advisory firm - (9/11/2023 Terminated)Illinois
Registered Investment Advisory firm - (9/5/2023 Terminated)Indiana
Registered Investment Advisory firm - (9/8/2023 Terminated)Kentucky
Registered Investment Advisory firm - (9/5/2023 Terminated)Michigan
Registered Investment Advisory firm - (9/19/2023 Terminated)North Carolina
Registered Investment Advisory firm - (9/28/2023 Terminated)South Carolina
Registered Investment Advisory firm - (9/5/2023 Terminated)Texas
Registered Investment Advisory firm - (9/5/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (9/5/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/23/2025)
RR
Colorado(7/23/2025)
RR
Florida(7/23/2025)
RR
Louisiana(7/23/2025)
RR
Missouri(7/23/2025)
RR
North Carolina(8/4/2025)
IAR
Texas(7/22/2025)
RR
Texas(7/23/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FIRST FINANCIAL COACHING, INC.
FFC | YOUR FINANCIAL COACH, INC. | FIRST FINANCIAL COACHING, INC. | FIRST FINANCIAL COACHING
CRD#: 152070 / SEC#: 801-128612
RIA
Registered Investment Advisory firm - (8/30/2023 Approved)Arizona
Registered Investment Advisory firm - (9/5/2023 Terminated)California
Registered Investment Advisory firm - (10/5/2023 Terminated)Delaware
Registered Investment Advisory firm - (9/6/2023 Terminated)Florida
Registered Investment Advisory firm - (9/5/2023 Terminated)Georgia
Registered Investment Advisory firm - (9/11/2023 Terminated)Illinois
Registered Investment Advisory firm - (9/5/2023 Terminated)Indiana
Registered Investment Advisory firm - (9/8/2023 Terminated)Kentucky
Registered Investment Advisory firm - (9/5/2023 Terminated)Michigan
Registered Investment Advisory firm - (9/19/2023 Terminated)North Carolina
Registered Investment Advisory firm - (9/28/2023 Terminated)South Carolina
Registered Investment Advisory firm - (9/5/2023 Terminated)Texas
Registered Investment Advisory firm - (9/5/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (9/5/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
144 South Main St., Mt. Clemens, MI 48043
Mailing Address
Phone number
(586) 463-1880
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,877 |
| AUM (Assets Under Management) | $ 279,664,257 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
