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Russell Joss Becker

Walser Wealth Management Company, A Limited Liability Company

Tampa, FL

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Current Employers
Walser Wealth Management Company, A Limited Liability Company

111 W. Oak Avenue Ste 450, Tampa, FL 33602 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-17
  • FL RA
    APPROVED
    Since 2025-07-17

Branch Locations

111 W. Oak Avenue Ste 450, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 09/2013 06/2019
Self Employed - Ibo Las Vegas NV 07/2017 10/2020
Fisher Investments Plano TX 07/2019 07/2025
Walser Wealth Management Company, Llc Tampa` FL 07/2025 Present
  • 09/2013 → 06/2019
    The Vanguard Group, Inc.
    Charlotte, NC
  • 07/2017 → 10/2020
    Self Employed - Ibo
    Las Vegas, NV
  • 07/2019 → 07/2025
    Fisher Investments
    Plano, TX
  • 07/2025 → Present
    Walser Wealth Management Company, Llc
    Tampa`, FL
Previous Registrations
  • 2019-07-16 → 2025-07-02
    Fisher Investments
    Plano, TX
    Plano, TX
    Tampa, FL
  • 2012-10-26 → 2013-09-27
    Lpl Financial Llc
    Richmond, VA
  • 2012-05-31 → 2012-09-26
    First Command Brokerage Services, Inc.
    Arlington, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-30
S63 Uniform Securities Agent State Law Examination 2012-05-23
  • S65 Uniform Investment Adviser Law Examination
    2012-05-30
  • S63 Uniform Securities Agent State Law Examination
    2012-05-23
Designations
Other Names
  • Joss Russell Becker

View on SEC IAPD

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