Becker Aleman
Investment adviser representative at Charles Schwab & Co., Inc.
30 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
30 years in the industry.
- Charles Schwab & Co., Inc.Mar 2020 to now
- Charles Schwab BankMar 2020 to now
- JP Morgan Securities LLCOct 2019 to Mar 2020
- JPMorgan Chase Bank NAOct 2019 to Mar 2020
- LPL Financial LLCAug 2018 to Sep 2019
- Gwm Advisors LLC (dba: Goss Advisors)Jul 2018 to Aug 2019
- Capital One Investing, LLCMay 2016 to May 2018
- Capital One Advisors, LLCApr 1996 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4947870
- Firm CRD
- 5393