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Daniel Becerra

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC·CALABASAS, California
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23975 PARK SORRENTO, CALABASAS, CA 91302CRD# 4166468Firm CRD# 160322
01

About

Daniel Becerra is a registered financial advisor based in CALABASAS, California, affiliated with AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC
AUM
$47M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 4166468
Firm CRD# 160322
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Becerra offer?
Daniel Becerra specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CALABASAS, California for a consultation.
What are Daniel Becerra's credentials?
Daniel Becerra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Becerra located?
Daniel Becerra is based in CALABASAS, California, working with AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.
How does Daniel Becerra charge for services?
Daniel Becerra's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC?
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC has approximately 4 employees and manages $47M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CALABASAS
Mark Allan Porath — HEARTHSTONE INC., A CALIFORNIA CORPORATIONMorrie Wolbrum Reiff — PLANNED ASSET MANAGEMENT, LLCPaul Sueyuki Okawa — PLANNED ASSET MANAGEMENT, LLCSteven Ira Levin — AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLCChristine Sontag — MORTON CAPITAL MANAGEMENT
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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