Brian Bewley, financial advisor Raleigh NC

Brian Bewley

CRD Number: 5828542
Current Firm: Virtue Capital Management, LLC

Brian Bewley (CRD# 5828542) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Raleigh, NC and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Virtue Capital Management, LLC Brentwood, TN Aug 2020 - Current 3
Brian Bewley (independent It Consultant) Williamston, MI Apr 2015 - Current 9
Freebridge LLC Seattle, WA Apr 2013 - Current 11
Naitech Williamston, MI Feb 2007 - Current 17
Brian Bewley (independent Insurance Sales) Grand Blanc, MI Jan 2009 - Dec 2021 12
Retirement Wealth Advisors, Inc. Grand Rapids, MI Sep 2017 - Aug 2020 2
Horter Investment Management Cincinnati, OH Jul 2016 - Aug 2017 1
Legacy Wealth Management, LLC Boise, ID Jul 2015 - Jul 2016 1
Conover Capital Management LLC Bellevue, WA Aug 2013 - Jun 2015 1
Generational Wealth Advisors, LLC Grand Blanc, MI Mar 2011 - Jun 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2010
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 Brian J. Bewley
Phone Number: 615-340-0801
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    787
    MILLIONS
  • Total Number of Accounts
    6,111
    ACCOUNTS
  • Average Account Value
    $128,861
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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

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