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 2
Ahl Sales Group, LLC Carrollton, TX May 2015 - Jun 2015 < 1
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Unemployed The Colony, TX Jan 2013 - Mar 2013 < 1
Fonality Plano, TX Mar 2010 - Dec 2012 2
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Steven Bellm has no recent exams reported.
Contact Info for Steven A. Bellm
Phone Number: 972-428-0817
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $28,188
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

FL, IL, LA, NY, TX

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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