THE Ameriflex Group
40yrs
Top 4% by experience nationwide
38yrs
Stephen Michael Becker
Financial advisor at LPL Financial
At a glance
Experience38 years (since 1988)
How that compares ?Top 6% by experience nationwide
OfficeAlburquerque, NM
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- 2002 – 2025Cuso Financial Services, L.P.Previously
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call LPL Financial at 704-733-3300 and ask for Stephen Michael Becker. Stephen works from the Alburquerque, NM office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1988, about 38 years. Top 6% by experience nationwide.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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