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PB

Patrick E. Becker

BECKER CAPITAL MANAGEMENT
PORTLAND, OR 97204
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CRD#: 2131702
PB

Professional summary


Patrick Earl Becker JR, who also goes by Patrick Earl (jr) Becker, is a registered financial advisor currently at BECKER CAPITAL MANAGEMENT, INC. located in Portland, Oregon.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Patrick has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Patrick Earl (jr) Becker

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Patrick Earl Becker JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 9, 1997 - Present

BECKER CAPITAL MANAGEMENT, INC.

Office #1: 1211 Sw Fifth Avenue Suite 2185, Portland, OR 97204Office #2: 702 W. Idaho St. Suite 325, Boise, ID 83702
RIA
CRD#: 110489
PORTLAND, OR
Past

August 5, 1992 - December 2, 1996

GROVE SECURITIES, INC.

BD
CRD#: 28259
WILSONVILLE, OR
Past

April 15, 1991 - August 5, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BECKER CAPITAL MANAGEMENT, INC.
BECKER CAPITAL MANAGEMENT INC | BECKER CAPITAL MANAGEMENT, INC.

CRD#: 110489 / SEC#: 801-11781

RIA
Registered Investment Advisory firm - (4/19/1977 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(4/9/1997)
IAR
Texas
(7/6/2017)
IAR
Washington
(4/1/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/18/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


BC
BECKER CAPITAL MANAGEMENT, INC.
BECKER CAPITAL MANAGEMENT INC | BECKER CAPITAL MANAGEMENT, INC.

CRD#: 110489 / SEC#: 801-11781

RIA
Registered Investment Advisory firm - (4/19/1977 Approved)
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Contact information


Main Address
1211 Sw 5th Avenue Suite 2185, Portland, OR 97204-3740
Mailing Address
Phone number
(503) 223-1720
Established
Firm type
Fiscal year end
# of Employees
37

SEC notice filing (14 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BECKER CAPITAL MANAGEMENT, INC. - FORM ADV PART 2A (3/31/2025)

Regulatory assets under management


Total Number of Accounts2,019
AUM (Assets Under Management)$ 4,982,543,115

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
11/24/2025
Cover Page
09/24/2024
10/25/2023
01/27/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BECKER CAPITAL MANAGEMENT, INC.

CRD#: 110489Portland, OR 97204

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Contact information


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