Stephen
Becker
Virtue Capital Management, LLC
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About this Advisor
Stephen Becker is a financial advisor based in Irvine, California, working with Virtue Capital Management, LLC. Stephen has previously held positions at F500 Advisory Services, Inc, Horter Investment Management, Integrity Brokerage Services, Inc, Becker Wealth Management, LLC, Becker Financial Strategies, Finance 500, Inc, and Virtue Capital Management, LLC. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Stephen is part of Virtue Capital Management, LLC, which operates out of Irvine, California. The firm has 98 offices and 110 employees. The firm manages assets totaling $787.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Virtue Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Virtue Capital Management, LLC Brokerage Details
$787,466,707
110
6,111
$128,861
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Stephen Becker Work History
Virtue Capital Management, LLC
Becker Financial Strategies
Virtue Capital Management, LLC
Becker Wealth Management, LLC
Integrity Brokerage Services, Inc
Horter Investment Management
F500 Advisory Services, Inc
Finance 500, Inc
Disclosures
Please visit the SEC profile of Stephen Becker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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