Steven Bellm, financial advisor Carrollton TX
87 score

Steven Bellm

CRD Number: 6383211
Current Firm: Affordable Life Plans, LLC

Steven Bellm (CRD# 6383211) is an Investment Advisor Representative working at Affordable Life Plans, LLC in Carrollton, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Affordable Life Plans, LLC Carrollton, TX Sep 2014 - Current 3
Ahl Sales Group, LLC Carrollton, TX May 2015 - Jun 2015 < 1
Eisenbach Consulting Dallas, TX Mar 2015 - May 2015 < 1
Ahl Sales Group, LLC Carrollton, TX Sep 2014 - Mar 2015 < 1
Broadsword Advantage Carrollton, TX Oct 2013 - Sep 2014 < 1
Abp Tech Carrollton, TX Apr 2013 - Sep 2013 < 1
Unemployed The Colony, TX Jan 2013 - Mar 2013 < 1
Fonality Plano, TX Mar 2010 - Dec 2012 2
Ihop Highland Village, TX May 2008 - Mar 2010 1
Unemployed Lake Dallas, TX Apr 2007 - Apr 2008 1

Steven Bellm has no recent exams reported.
Contact Info for Steven A. Bellm
Phone Number: 972-428-0878
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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