Marc Stephen Becker

Current Employers

Employment History

• 03/2006 → 08/2019
  Triad Advisors, Inc.
  Norcross, GA
• 01/2007 → Present
  Wiser Financial Coaching Llc
  Durham, NC
• 01/2011 → 07/2021
  Efficient Advisors, Llc
  Philadelphia, PA
• 08/2019 → 12/2021
  M. S. Howells & Co.
  Scottsdale, AZ
• 07/2021 → Present
  Efficient Advisors, Llc
  Philadelphia, PA
• 06/2025 → Present
  Discipline Wealth Solutions, Inc.
  Greensville, SC

Previous Registrations

• 2015-04-27 → 2025-09-02
  Efficient Advisors
  Durham, NC
  Mason, OH
• 2014-05-21 → 2021-08-11
  Wiser Financial Coaching, Llc
  Durham, NC
• 2006-03-15 → 2007-04-23
  Triad Advisors Llc
  Durham, NC
  Durham, NC
• 2003-06-25 → 2006-04-12
  Osaic Fs, Inc.
  Durham, NC
• 2002-06-04 → 2003-04-08
  Aura Financial Services, Inc.
  Birmingham, AL

Other Businesses

1) 2006; MFN ENTERPRISES LLC; INVESTMENT RELATED; DURHAM, NC; LLC OWNS AND MANAGES COMMERCIAL REAL ESTATE; OWNER; ANNUAL REPORTING TO THE STATE AS REQUIRED FOR LLCS; 2 HRS/MONTH. 2) JEWISH FEDERATION OF DURHAM/CHAPEL HILL; NOT INVESTMENT REALTED; DURHAM, NC; INVESTMENT COMMITTEE CHAIR; 2011; APPROXIMATELY 1 HOUR PER MONTH DEVOTED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-20
• S63 Uniform Securities Agent State Law Examination
  2000-11-28