Alec Bethurum, financial advisor Kansas City MO

Alec Bethurum

CRD Number: 3197498
Current Firm: Sterneck Capital Management LLC

Alec Bethurum (CRD# 3197498) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Sterneck Capital Management Kansas City, MO May 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Feb 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Alec J. Bethurum
Phone Number: 816-531-2254
Registered State(s):
  • MO
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    239
    MILLIONS
  • Total Number of Accounts
    648
    ACCOUNTS
  • Average Account Value
    $369,228
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CO, FL, IL, KS, MO, NE, NJ, NY, OK, TX, UT

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