Stephen
Becker
Virtue Capital Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Stephen Becker is a financial advisor working in Irvine, California with a total of 2 years of relevant experience. Becker is currently employed by Virtue Capital Management, LLC. Throughout their career, they have worked 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. Becker has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California. Virtue Capital Management, LLC is a registered investment business that has its headquarters in Brentwood, TN. It has offices in 98 locations and a total of 133 advisors. It manages $941 million in assets under management across its 8,035 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises eight charitable organizations. Of its 8,035 client accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees usually depend on the financial services offered. However, fee types billed by Virtue Capital Management, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Virtue Capital Management, LLC Brokerage Details
$941,394,286
133
8,035
$117,162
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Stephen Becker Work History
Stephen has been registered as a financial advisor for 2 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Virtue Capital Management, LLC
Orlando, FL
Brentwood, TN
Pompano Beach, FL
Brentwood, TN
Brentwood, TN
Brentwood, TN
Aberdeen, NC
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
