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Becky Lynn Walker

First Financial Coaching, Inc.

Buda, TX

Mt. Clemens, MI

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Current Employers
First Financial Coaching, Inc.

144 South Main St., Mt. Clemens, MI 48043 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-22
  • TX RA
    APPROVED
    Since 2025-07-22

Branch Locations

142 Cimarron Park Loop Suite F, Buda, TX 78610 • United States

144 South Main St., Mt. Clemens, MI 48043 • 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
Wealth Strategies Inc Austin TX 11/1991 07/2025
Triad Advisors, Inc. Norcross GA 01/2013 08/2024
Osaic Wealth, Inc. Buda TX 08/2024 07/2025
First Financial Coaching, Inc. Buda TX 07/2025 Present
Leigh Baldwin & Co., Llc Cazenovia NY 07/2025 Present
  • 11/1991 → 07/2025
    Wealth Strategies Inc
    Austin, TX
  • 01/2013 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 08/2024 → 07/2025
    Osaic Wealth, Inc.
    Buda, TX
  • 07/2025 → Present
    First Financial Coaching, Inc.
    Buda, TX
  • 07/2025 → Present
    Leigh Baldwin & Co., Llc
    Cazenovia, NY
Previous Registrations
  • 2024-08-23 → 2025-07-25
    Osaic Wealth, Inc.
    Buda, TX
  • 2013-01-22 → 2024-08-23
    Triad Advisors Llc
    Austin, TX
    Atlanta, GA
    Buda, TX
  • 1991-04-23 → 2013-02-05
    Osaic Fs, Inc.
    Austin, TX
  • 2001-01-09 → 2006-11-30
    Independent Advisers Group Corp
    Austin, TX
Other Businesses

GENERAL AGENT & INSURANCE- LIFE/HEALTH; NOT INVESTMENT RELATED; 100% OWNER; HOURS DURING THE COURSE OF NORMAL BUSINESS HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-14
S63 Uniform Securities Agent State Law Examination 1991-03-20
  • S65 Uniform Investment Adviser Law Examination
    1999-10-14
  • S63 Uniform Securities Agent State Law Examination
    1991-03-20
Designations
Other Names
  • Becky Lynn Walker
  • Becky Lynn Yancey

View on SEC IAPD

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