Scarsdale, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$21,723,445,661
ClientsTotal clients
138,132
AdvisorsAdvisors at this office
2
Of 333 advisors across 305 offices
Location
142 Garth Rd., Suite Tu
Scarsdale NY 10583
Advisors at this office
2
Advisors at this office
Anthony B
CFP®, Series 63
Scarsdale, NY
Lincoln Investment
Anthony Becker is a CFP® professional with 34 years of industry experience, currently advising clients at Lincoln Investment since 2010. He operates additional businesses focused on income tax preparation and fixed insurance sales, including life, disability, and health insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches overseen by an in-house Investment Management & Research team and offers a variety of advisory programs alongside broker-dealer and insurance services.
Alexandria B
Series 66
Scarsdale, NY
Lincoln Investment
Alexandria Becker is a financial advisor with Lincoln Investment, holding a Series 66 designation and 11 years of industry experience. She has worked with Lincoln Investment since 2015 and is also involved with A.T. Becker & Associates, Inc., where she provides tax preparation and insurance services as an accountant and certified public accountant. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of managed portfolio programs, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.
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