Carly Becker (CRD# 7804297) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has 1 year of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Olympia, WA | Oct 2023 - Current | < 1 |
| Kiley Juergens Wealth Management, LLC | Olympia, WA | Sep 2023 - Current | < 1 |
| Olympia High School | Olympia, WA | Aug 2023 - Current | < 1 |
| Koha Health | Olympia, WA | Jul 2022 - Aug 2023 | 1 |
| Eimagine And Orr Fellowship | Indianapolis, IN | Jul 2021 - Jun 2022 | < 1 |
| Sonamation | Indianapolis, IN | Nov 2021 - May 2022 | < 1 |
| Unemployed | Cave Creek, AZ | May 2021 - Jul 2021 | < 1 |
| University Of Dayton | Dayton, OH | Aug 2019 - May 2021 | 1 |
| Nekter Juice Bar | Scottsdale, AZ | Apr 2020 - Aug 2020 | < 1 |
| University Of Portland | Portland, OR | Jun 2017 - Aug 2019 | 2 |
| Olympia High School | Olympia, WA | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- WA
-
Total Assets Under Management1,622MILLIONS
-
Total Number of Accounts5,873ACCOUNTS
-
Average Account Value$276,165
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, ID, LA, MN, MT, OR, TX, WA
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