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Robert Becker Jr.

Advisor at LPL Enterprise

Updated today

Location

Owingsville, KY 40360

Credentials

Series 63, Series 65

Industry experience

6 years

About

Robert Becker Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Transamerica Financial Advisors and Prudential Insurance Company of America. Outside of advisory work, he is a notary and operates Redeeming Time Wealth Management LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through a large network of investment adviser representatives.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

42 Brendan St

Owingsville, KY 40360

Most active in

Kentucky

Work history

LPL Enterprise

2024 - Present (2 years)

The Prudential Insurance Company of America

2024 - Present (2 years)

Pruco Securities LLc

2024 - 2024 (1 year)

Transamerica Financial Advisors, Inc

2019 - 2024 (5 years)

United Financial Services

2012 - 2024 (12 years)

TRANSAMERICA Agency Network

2012 - 2024 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, Series 65

Mt. Sterling, KY

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Jeremiah Creech is a financial advisor at Townsend Financial Planning with a Series 65 designation and two years of industry experience. Prior to joining Townsend in 2022, he worked at Citizens Guaranty Bank and Kentucky Auto Parts and Service. Townsend Financial Planning is an SEC-registered, fee-only fiduciary that serves individuals, families, and small-business clients with financial planning and investment management. The firm employs a long-term, buy-and-hold strategy using diversified, low-cost mutual funds and ETFs, and emphasizes client education and outreach through newsletters, seminars, and workshops.

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Harrison B

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Mt. Sterling, KY

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Harrison Bailey is a CFP® and holds a Series 65 license, with six years of experience in financial advising. He has been with Townsend Financial Planning since 2016, following a brief tenure at Springleaf Financial and a period at Morehead State University. Townsend Financial Planning is an SEC-registered, fee-only fiduciary serving individuals, families, and small businesses with financial planning and wealth management services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using diversified, low-cost mutual funds and ETFs tailored to client objectives.

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Mt Sterling, KY

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Andrew R

Series 63, Series 66

Mt Sterling, KY

Edward Jones

Andrew Ryan is a financial advisor with Edward Jones in Mt Sterling, KY, holding the Series 63 and Series 66 designations and with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he manages a farm through Red River Valley LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large nationwide advisor and branch network.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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