Stephen Paul Becker
Investment adviser representative at Virtue Capital Management, LLC
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Virtue Capital Management, LLCDec 2021 to now
- Becker Financial StrategiesJan 2017 to now
- Virtue Capital Management, LLCJun 2019 to Jun 2021
- Becker Wealth Management, LLCJan 2017 to Dec 2021
- Integrity Brokerage Services, Inc.Feb 2016 to Nov 2016
- Horter Investment ManagementJun 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Virtue Capital Management, LLC
$1.3BAssets managed
5,770Clients
86Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1860690
- Firm CRD
- 167816