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LB

Lana L. Becerra

PACIFIC SELECT DISTRIBUTORS
Omaha, NE 68106
Some features on this profile are disabled
CRD#: 2979000
LB

Professional summary


Lana L Becerra, who also goes by Lana Lynne Becerra, Lana Lynne Evans, is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Omaha, Nebraska.

Lana is registered as a RR (Registered Representative) and started their career in finance in 1999. Lana has worked at 9 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lana Lynne Becerra | Lana Lynne Evans

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.
1) 07/26/2023 / BMO Investment Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Lana L Becerra's CRS (Customer Relationship Summary).
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®
None

Experience


Current

September 10, 2025 - Present

PACIFIC SELECT DISTRIBUTORS, LLC

Office #1: 6750 Mercy Road, Omaha, NE 68106
BD
CRD#: 4452
Omaha, NE
Past

July 27, 2023 - September 12, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
OMAHA, NE
Past

July 26, 2023 - September 12, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
OMAHA, NE
Past

February 2, 2021 - July 27, 2023

BANCWEST INVESTMENT SERVICES, INC.

RIA
CRD#: 29357
OMAHA, NE
Past

February 1, 2021 - July 27, 2023

BANCWEST INVESTMENT SERVICES, INC.

BD
CRD#: 29357
OMAHA, NE
Past

November 8, 2017 - January 11, 2021

TD AMERITRADE, INC.

RIA
CRD#: 7870
OMAHA, NE
Past

September 18, 2017 - February 26, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
ST. LOUIS, MO
Past

August 29, 2008 - November 9, 2017

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
OMAHA, NE
Past

April 19, 2006 - August 2, 2007

NATIONAL INVESTOR SERVICES CORP.

BD
CRD#: 39410
BELLEVUE, NE
Past

April 19, 2006 - January 11, 2021

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

January 2, 2002 - December 31, 2020

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
OMAHA, NE
Past

January 27, 1999 - December 31, 2001

J.P. SECURITIES, INC.

BD
CRD#: 36559
BELLEVUE, NE

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Nebraska
(9/10/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/26/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PS
PACIFIC SELECT DISTRIBUTORS, LLC
PACIFIC EQUITY SALES COMPANY | PACIFIC SELECT DISTRIBUTORS, LLC | PACIFIC SELECT DISTRIBUTORS, INC. | PACIFIC SECURITIES | PACIFIC MUTUAL DISTRIBUTORS, INC. | PACIFIC MUTUAL DISTRIBURTORS, INC.

CRD#: 4452 / SEC#: , 8-15264

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
700 Newport Center Drive, Newport Beach, CA 92660-6397
Mailing Address
700 Newport Center Drive, Newport Beach, CA 92660-6397
Phone number
(949) 219-6579
Established
Delaware since 01/01/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PACIFIC LIFE INSURANCE COMPANYPARENT OF APPLICANT
DARE, BARBARA ALYCEVICE PRESIDENT5074108
KISSEL, GEOFFREY PCHIEF EXECUTIVE OFFICER7499710
LA ROQUE, SUZANNE MARIEASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER4222767
SMITH, TREVOR TIMOTHYVICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER4844953
YAMAUCHI, STARLA CHINVICE PRESIDENT, CORPORATE SECRETARY7721024

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.

Company Information


PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452Omaha, NE 68106

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