Rodney Arin Becker
Investment adviser representative at Valuewealth Services, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$319MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Valuewealth Services, LLCMay 2026 to now
- Dmk Advisor GroupOct 2020 to May 2026
- Whipplewood Advisors, LLCOct 2020 to May 2026
- First Financial Equity CorporationAug 2014 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CO, IL).
Valuewealth Services, LLC
$319MAssets managed
420Clients
6Advisers
7 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
- 5199495
- Firm CRD
- 304049