Brian M. Becka

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Royalton Financial Group
  North Royalton, OH
• 06/2012 → Present
  Lincoln Investment
  North Royalton, OH

Other Businesses

VALUED CAPITAL ADVISORS POSITION: ASSOCIATE PLANNER NATURE: INVESTMENT PLANNING AND INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 180 INVESTMENT RELATED HOURS: 180 START DATE: 07/01/2009 ADDRESS: 13374 RIDGE ROAD, NORTH ROYALTON OH 44133 DESCRIPTION: RESEARCH, MARKETING ACTIVITIES, MEETING PREPERATION, TECHNOLOGY ISSUES, IDEA GATHERING, PAPERWORK, WHOLESALER MEETINGS, ETC.