Steven BellmCRD 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.
Khp Capital LLC
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|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|
Total Assets Under Management1MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$21,688
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, NY, TX
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