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Luke James Becker

PNC Investments

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About Luke James Becker

Luke James Becker is an investment advisor representative who has been in the industry since 1998. Luke has a broad range of experience, having worked with firms such as Infinex Investments, Inc., BI Investments, LLC, Morgan Stanley DW Inc., and Banc of America Investment Services, Inc. Currently, Luke is associated with PNC Investments. Luke is licensed in Maryland, Pennsylvania, Virginia, and West Virginia.

Firm Information

Luke Becker is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Luke Becker’s Registration & Firm History

MD

12/21/2018 - Present

PNC Investments (HAGERSTOWN MD)

MD

06/01/2008 - 07/11/2014

INFINEX INVESTMENTS, INC. (WOODSBORO MD)

MD

05/22/2006 - 06/01/2008

BI INVESTMENTS, LLC (FREDERICK MD)

NY

10/31/2003 - 02/23/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

MA

10/09/2000 - 11/04/2003

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NC

07/07/2000 - 10/06/2000

UVEST INVESTMENT SERVICES (CHARLOTTE NC)

OH

09/22/1999 - 07/12/2000

AAG SECURITIES, INC. (CINCINNATI OH)

NC

08/25/1998 - 07/28/1999

CENTURA SECURITIES, INC. (KANNAPOLIS NC)

NJ

08/04/1997 - 07/13/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

FL

10/03/1996 - 09/08/1997

CRISPIN KOEHLER SECURITIES (TAMPA FL)

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Licenses & Designations

BOTH

Issued 10/02/2014

Series 66 - Uniform Combined State Law Examination

IA

Issued 09/11/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/1997

Series 7 - General Securities Representative Examination

BC

Issued 10/22/1996

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 10/02/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Luke James Becker. Review regulatory record here.
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