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.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 2728867
Northwestern Mutual Investment Services,llc
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 |
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- NC
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Total Assets Under Management787MILLIONS
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Total Number of Accounts6,111ACCOUNTS
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Average Account Value$128,861
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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