Stephen Becker (CRD# 1860690) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Irvine, CA and has over 35 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Virtue Capital Management, LLC | Brentwood, TN | Dec 2021 - Current | 2 |
| Becker Financial Strategies | Irvine, CA | Jan 2017 - Current | 7 |
| Becker Wealth Management, LLC | Irvine, CA | Jan 2017 - Dec 2021 | 4 |
| Virtue Capital Management, LLC | Brentwood, TN | Jun 2019 - Jun 2021 | 2 |
| Horter Investment Management | Cincinnati, OH | Jun 2015 - Jun 2019 | 4 |
| Integrity Brokerage Services, Inc. | Oceanside, CA | Feb 2016 - Nov 2016 | < 1 |
| Finance 500, Inc. | Irvine, CA | Apr 1999 - Mar 2016 | 16 |
| F500 Advisory Services, Inc. | Irvine, CA | Mar 2004 - Jun 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1988 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management787MILLIONS
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Total Number of Accounts6,111ACCOUNTS
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Average Account Value$128,861
- A percentage of assets under your management
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