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Stephen David Laveson

Becker Capital Management, Inc.

Portland, OR

CRD 303790

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Employer firm

Becker Capital Management, Inc. CRD 110489

$5.73B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Becker Capital Management, Inc.

1211 Sw 5Th Avenue Suite 2600, Portland, OR 97204-3740 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2016-04-01
OR RA APPROVED 1995-05-31
  • WA RA
    APPROVED
    Since 2016-04-01
  • OR RA
    APPROVED
    Since 1995-05-31

Branch Locations

1211 Sw Fifth Avenue Suite 2185, Portland, OR 97204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Becker Capital Management, Inc. Portland OR 05/1995 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-07
  • S65 Uniform Investment Adviser Law Examination
    1995-08-07

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.

Nearby Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

More in Portland, OR

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