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Christopher Allen Becker

RICHMOND INVESTMENT SERVICES LLC·MEQUON, Wisconsin
SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record3 years registeredRICHMOND INVESTMENT SERVICES LLC
7702 W MEQUON RD, MEQUON, WI 53097-3217CRD# 6769200Firm CRD# 327451

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Allen Becker · MEQUON, WI
Registration
CRD #6769200 · RICHMOND INVESTMENT SERVICES LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

RICHMOND INVESTMENT SERVICES LLC
May 2024 – present
LPL FINANCIAL LLC
Sep 2022 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · September 6, 2022
Years registered · 3
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RICHMOND INVESTMENT SERVICES LLC
CRD 327451 · SEC 801-129477
AUM
$366M
Regulatory assets under management
Employees
11
1,255 client accounts
Services offered by RICHMOND INVESTMENT SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RICHMOND INVESTMENT SERVICES LLC →
Introduction

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05

Frequently Asked Questions

What services does Christopher Allen Becker offer?
Christopher Allen Becker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEQUON, Wisconsin for a consultation.
What are Christopher Allen Becker's credentials?
Christopher Allen Becker holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christopher Allen Becker located?
Christopher Allen Becker is based in MEQUON, Wisconsin, working with RICHMOND INVESTMENT SERVICES LLC. Their office serves clients in the MEQUON metropolitan area and surrounding communities.
How does Christopher Allen Becker charge for services?
Christopher Allen Becker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RICHMOND INVESTMENT SERVICES LLC?
RICHMOND INVESTMENT SERVICES LLC has approximately 11 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RICHMOND INVESTMENT SERVICES LLC

Matthew Riley Richmond
MEQUON, WI

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