LB

Linda May Becker

41 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$356.1M

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$1,000

Avisen Advisors offers financial planning services on an hourly consulting fee basis or a project-based fixed fee basis, or it may be included as part of the fee paid for investment management services. Fees may be negotiated based on a client's asset levels, service requirements or other factors in the Firm’s sole discretion.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation Planning
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Advisor Information

Office location

6880 S. McCarran Blvd, Suite 3, Reno, NV, 89509

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2002
Denied
Customer Dispute
February 2000
Settled
Other Business Activities

Linda is associated with Avisen Advisors LLC, a registered investment advisor. Her compensation is fee-based.

Employment History
Current Registrations
Avisen Advisors, LLC
May 2009 - Present · 16 yrs 8 mos
Avisen Wealth Management, INC.Broker
April 2009 - Present · 16 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
April 1994 - May 2009 · 15 yrs 1 mo
UBS Financial Services INC. Broker
August 1992 - May 2009 · 16 yrs 9 mos
Lehman Brothers INC.Broker
August 1986 - September 1992 · 6 yrs 1 mo
Landsing Capital CorporationBroker
January 1984 - August 1986 · 2 yrs 7 mos
State Registrations8 states
CAHIMDNMNVNYTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.