Evan Magdaniel Becerra

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 05/2014 → 06/2025
  New York Life Insurance Company
  Arvada, CO
• 07/2014 → 06/2025
  Nylife Securities Llc
  Arvada, CO
• 01/2022 → Present
  Legacy Tree Financial Group
  Denver, CO
• 02/2024 → 06/2025
  Eagle Strategies Llc
  Golden, CO
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2024-02-22 → 2025-06-05
  Eagle Strategies Llc
  Golden, CO
  Golden, CO
  Denver, CO
  Denver, CO

Other Businesses

1) ASH BROKERAGE, 370 Interlocken Blvd, Ste 600, Broomfield CO 80021, 08/2018, Agent, Insurance/Benefits/Human Resources, INV REL, 2 HR/MO, 2 HR/MO TRADING. 2) FIXED LIFE INSURANCE, 730 17th St, #830, Denver CO 80202, 06/2025, Agent , Insurance/Benefits/Human Resources, NIR, 20 HR/MO, 20 HR/MO TRADING. 3) AXIOM WEALTH ALLIANCE, 730 17th St #830, Denver CO 80239, United States, 06/01/2025, Agent, DBA Name, NIR, 40 HR/MO, 40 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/03/2025

Exams

• S66 Uniform Combined State Law Examination
  2024-01-19
• S63 Uniform Securities Agent State Law Examination
  2021-10-02

Other Names

• Evan M Becerra