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Inactive

Jeffrey Alan Becker

Wb Financial Services, LLC

Woodland Hills, CA

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Current Employers
Wb Financial Services, Llc

21031 Ventura Boulevard Suite 1000, Woodland Hills, CA 91364 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-02-13
CA RA APPROVED 2012-11-26
  • TX RA
    APPROVED_RES
    Since 2018-02-13
  • CA RA
    APPROVED
    Since 2012-11-26

Branch Locations

21031 Ventura Boulevard Suite 1000, Woodland Hills, CA 91364 • 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
Wb Financial Services Llc Woodland Hills CA 11/2001 Present
Winningham, Becker & Company, Llp Woodland Hills CA 01/1996 Present
  • 11/2001 → Present
    Wb Financial Services Llc
    Woodland Hills, CA
  • 01/1996 → Present
    Winningham, Becker & Company, Llp
    Woodland Hills, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-09-25
  • S65 Uniform Investment Adviser Law Examination
    2001-09-25
Designations

View on SEC IAPD

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Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

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