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Rodney Arin Becker

Whipplewood Advisors, LLC

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About Rodney Arin Becker

Rodney Arin Becker is a financial advisor registered with Whipplewood Advisors, LLC based in Littleton, Colorado. Rodney Becker has been in the financial industry since September 30, 2006. Rodney Arin Becker has a Series 7, Series 66, and SIE securities license. Rodney Arin Becker is also a Certified Financial Planner. Rodney Arin Becker provides financial planning and investment management for individuals and charitable organizations.

Firm Information

Rodney Becker is currently registered with Whipplewood Advisors, LLC. Whipplewood Advisors, LLC is a Littleton, Colorado-based investment advisor that primarily serves individuals, charitable organizations, and high-net-worth individuals. The firm provides financial planning, selection of other advisors, and portfolio management services. They have approximately $267 million in regulatory assets under management.
Whipplewood Advisors, LLC

11852 SHAFFER DRIVE

LITTLETON, CO 80127

$267.38M

Assets Under Management

Not reported

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Rodney Becker’s Registration & Firm History

CO

10/21/2020 - Present

Whipplewood Advisors, LLC (LITTLETON CO)

CO

08/05/2014 - 10/21/2020

FIRST FINANCIAL EQUITY CORPORATION (GREENWOOD VILLAGE CO)

CO

09/26/2006 - 07/30/2014

EDWARD JONES (DENVER CO)

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Licenses & Designations

BOTH

Issued 10/09/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Rodney Arin Becker. Review regulatory record here.
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