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About Us

Tom Becker is an independent financial advisor backed by the strength of the largest independent broker-dealer in the country*.

That means you get highly personalized local service and access to a wide array of financial products from multiple sources. Assets may be easily transferred from any brokerage to LPL Financial, the largest independent broker-dealer in the U.S. for more information about LPL Financial, visit www.lpl.com.

Philosophy

 

One size does not fit all. That’s why our thorough and thoughtful approach to financial planning starts with your specific goals. Then we match those goals with the right financial products.

Importantly, as an LPL Registered Representative, we have access to a wide array of products from multiple sources. Because we have no proprietary products to sell, you can rely on us for objective advice in seeking to maximize your wealth.

 

We take the time to understand your financial goals. That means we will present well-researched recommendations and projections. Importantly, we will never rush you into a decision. We’ll work together with you for a suitable strategy—and we’ll revisit your portfolio annually to ensure that it is still working for you.

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Tom Becker, owner Tradewinds Financial S

Meet Tom Becker

 

Tom Becker combines an expertise in financial management with a passion for helping people. With over two decades of experience in the financial industry, he has managed portfolios ranging from the thousands of dollars to the millions. He prides himself on having a broad knowledge of the investment vehicles available and knowing the right questions to ask his clients to determine the right fit.

 

Born and raised in Buena Vista Township, Tom has called south Jersey his home for most of his life. A graduate of Temple University, he returned to the area to start a career in the financial industry, training at national brokerages and banks.

 

He decided to take the plunge and open Tradewinds Financial Services, LLC in 2018, to culminate a dream of running his own business. He looks forward to working with his clients to help them pursue their dreams through effective financial planning.  Tom prides himself in developing personal relationships and taking the time to learn about the challenges you may face and the goals you have set for yourself and helping you manage them, every step of the way.

Partnerships

 

I am proud to partner with LPL Financial, the largest independent broker-dealer in the nation. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

 

For more information on LPL Financial, visit www.lpl.com.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

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