Becki Sutton
Advisor at BKS Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BKS Wealth LLC
Location
San Diego, CA
Credentials
CFP®, CFA®, Series 66
Industry experience
24 years
About
Becki Sutton is a financial advisor at BKS Wealth LLC in San Diego, CA, holding CFP® and CFA® designations with 23 years of industry experience. Her prior roles include positions at JBL Wealth Strategies and Financial Sense. BKS Wealth LLC provides discretionary asset management and integrated financial planning to individual, high-net-worth, trust, tax-exempt, and corporate clients. The firm employs a blend of fundamental, technical, and cyclical analysis with both strategic and tactical asset allocation, and it offers personalized service to a modest client base.
Expertise
Based on BKS Wealth LLC
Options & derivatives strategies
Life insurance needs analysis
Cash flow / budgeting
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001+: 0.75%
Commission-based compensation from sale of insurance products, separate and in addition to advisory fees.
Account minimum: $50,000
Location
San Diego, CA
Most active in
Becki S has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
BKS Wealth LLC
2024 - Present (2 years)
JBL Wealth Strategies
2021 - Present (5 years)
WFA San Diego, LLC
2021 - 2021 (1 year)
Unemployed
2020 - 2021 (1 year)
Financial Sense
2015 - 2020 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Grant K
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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ChFC®, Series 66
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