UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
13yrs
Daniel Becker is a fiduciary financial advisor in Dallas, Texas, with 13 years in the industry. After five years at Strata Wealth Advisors and seven years at Osaic Fa, Daniel joined Stokes Family Office in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Daniel holds the CFP® designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 62% of advisors at Stokes Family Office
Office4020 Maple Ave Suite 525, Dallas, TX 75219
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$3.43 million
Advisors at the firm13
States licensed ?1 state
Services through Stokes Family Office
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowStokes Family Office LLCCurrent firm
- 2020 – 2025Strata Wealth Advisors, LLCPreviously
- 2014 – 2020Osaic Fa, Inc.Previously
Contact Daniel
(504) 399-4100Firm headquarters in New Orleans, LA. Ask for Daniel. 4020 Maple Ave Suite 525Dallas, TX 75219Office · Get directions Firm websitewww.stokesfamilyoffice.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Daniel
How do I contact Daniel?
Call Stokes Family Office at (504) 399-4100 and ask for Daniel Becker. Daniel works from the Dallas, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2014, about 13 years. More experience than 62% of advisors at Stokes Family Office.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Stokes Family Office reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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