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Becky Alexandra Lancaster

Edward Jones

Dallas, TX

CRD 7946907

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-17
  • TX RA
    APPROVED
    Since 2024-09-17

Branch Locations

3100 Monticello Ave Ste 860, Dallas, TX 75205 • 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
Edward Jones St Louis MO 07/2024 Present
Unemployed Dallas TX 12/2023 07/2024
Stanley Korshak, Llc Dallas TX 12/2019 12/2023
J.C.PEnney Plano TX 07/2017 12/2019
Topgolf Usa Dallas TX 11/2016 07/2017
Neiman Marcus Group Dallas TX 01/2012 11/2016
  • 07/2024 → Present
    Edward Jones
    St Louis, MO
  • 12/2023 → 07/2024
    Unemployed
    Dallas, TX
  • 12/2019 → 12/2023
    Stanley Korshak, Llc
    Dallas, TX
  • 07/2017 → 12/2019
    J.C.PEnney
    Plano, TX
  • 11/2016 → 07/2017
    Topgolf Usa
    Dallas, TX
  • 01/2012 → 11/2016
    Neiman Marcus Group
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-16
  • S66 Uniform Combined State Law Examination
    2024-09-16
Other Names
  • Murphy
  • Becky A Lancaster

View on SEC IAPD

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