William Dee Becker

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 08/2014 → 05/2022
  Infinity Financial Services
  Oakland, CA
• 03/2020 → 05/2022
  Infinity Financial Services Advisory
  Oakland, CA
• 05/2022 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2020-04-18 → 2022-05-17
  Infinity Financial Services Advisory
  Oakland, CA
  San Jose, CA
• 2014-09-02 → 2020-12-31
  Infinity Financial Services
  Oakland, CA
  Oakland, CA
  San Jose, CA
• 1999-03-22 → 2014-08-28
  Money Concepts Capital Corp
  San Jose, CA
  San Jose, CA
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Santa Clara, CA

Other Businesses

1. Becker Financial Services, 1/1/1980 William D. Becker - Sole Proprietor Not investment-related, Real Estate sales, management 50 Total Hours per month. 40 hours (during trading hours)-0 hours 2. Estate Planning Team Member 1/19/2010, 45110 Club Dr. Ste. B, Indian Wells, CA 92210, Sole Proprietorship. Not investment-related, Represent and market the Deferred Sales Trust(DST), Prospect for potential clients and explain the strategy, Compensation when hired by Trustee to manage money in a DST, 32 Total Hours per month. 25 hours monthly (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-08
• S63 Uniform Securities Agent State Law Examination
  1991-03-12

Other Names

• William Dee Becker
• Bill Becker
• William Dee Becker