Brian Belsterling, financial advisor Montgomery AL
90 score

Brian Belsterling

CRD Number: 5917016
Current Firm: Spc

Brian Belsterling (CRD# 5917016) is an Investment Advisor Representative working at Spc in Montgomery, AL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Parkland Securities Ann Arbor, MI Aug 2014 - Current 2
Spc Ann Arbor, MI Aug 2014 - Current 2
Lpl Financial Montgomery, AL Jun 2011 - Aug 2014 3
Commerce Print Strategies, Inc. Montgomery, AL Jun 1981 - Jun 2011 30
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Brian H. Belsterling
Phone Number: 734-663-1611
Registered State(s):
  • AL
  • AR
  • FL
  • NJ
  • TX
  • PA
  • GA
  • NC
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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