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Daniel Wayne Becker

Investment Adviser Representative at STOKES FAMILY OFFICE LLC

Dallas, TXCRD #6187447Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
2 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel Wayne Becker has worked in the securities industry since 2013. They are registered to provide investment advisory services in Louisiana and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
LouisianaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/6/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/16/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
From $0 to $500,0001.25%
From $500,001 to $1,000,0001.10%
From $1,000,001 to $2,500,0000.90%
From $2,500,001 to $5,000,0000.75%
From $5,000,001 to $10,000,0000.50%
From $10,000,001 and above0.35%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Stokes Family Office LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

STOKES FAMILY OFFICE LLCCurrent
8/29/2025Dallas, TX
STRATA WEALTH ADVISORS, LLC
10/16/20209/5/2025Dallas, TX
LINCOLN FINANCIAL ADVISORS CORPORATION
1/9/201410/19/2020Addison, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at STOKES FAMILY OFFICE LLC

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View STOKES FAMILY OFFICE LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Wayne Becker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Daniel Wayne Becker - Financial Advisor in Dallas, TX | AdvisorFinder