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Joseph Becker

Advisor at Westco Advisory Services, Inc.

Updated today

Location

Lynbrook, NY 11563-1637

Credentials

Series 63, Series 65

About

Joseph Becker is a financial advisor at Westco Advisory Services, Inc. with Series 63 and Series 65 credentials and approximately one year of experience in the industry. His prior roles include positions at Morgan Stanley and Jovia Financial Credit Union. Westco Advisory Services provides comprehensive financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a risk-tolerance-based investment process with customized asset allocation and a core-and-satellite approach, managing approximately $251.8 million for around 316 clients.

Client services

Based on Westco Advisory Services, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Westco Advisory Services, Inc.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Retirement income strategy

Fee options

Fixed

Financial planning fees: minimum $1200 (negotiable), modular plans negotiable; retainer agreement fees negotiable

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $7,500,000: 0.75% $7,500,001 - $10,000,000: 0.65% $10,000,001 - $15,000,000: 0.50% $15,000,001+: 0.40%

Project-based

Hourly planning engagements: hourly rate negotiable

Other

Account minimum: $100,000 Minimum fee: $1500 minimum annual fee Fee-only: Financial planning fees: minimum $1200 (negotiable); hourly planning fees negotiable; retainer fees negotiable

Location

77 Hempstead Ave

Lynbrook, NY 11563-1637

Most active in

New York

Work history

Westco Advisory Services, Inc.

2026 - Present (1 year)

Westco Financial Group

2025 - Present (1 year)

Unemployed

2024 - 2025 (1 year)

Jovia Financial Credit Union

2023 - 2024 (1 year)

Unemployed

2023 - 2023 (1 year)

Morgan Stanley

2023 - 2023 (1 year)

All Hours Energy

2022 - 2023 (1 year)

Vulcan Mechanical

2022 - 2022 (1 year)

SUNY Cortland

2020 - 2022 (2 years)

Nassau Community College

2019 - 2020 (1 year)

All Hours Energy

2019 - 2021 (2 years)

Castleton University

2018 - 2019 (1 year)

Incorporated Village of Lynbrook

2017 - 2018 (1 year)

Lynbrook School District

2013 - 2018 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

Brooklyn, NY

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Options & derivatives strategies
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Melville, NY

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Options & derivatives strategies
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Brooklyn, NY

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Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive
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General retirement planning Wealth management
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Wealth management General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) General estate planning guidance
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Active portfolio management Concentrated stock management Real estate investing
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