Steven Belvin, financial advisor Thomasville GA
90 score

Steven Belvin

CRD Number: 5891357
Current Firm: Virtue Capital Management, LLC

Steven Belvin (CRD# 5891357) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Thomasville, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Virtue Capital Management, LLC Nashville, TN Apr 2016 - Current < 1
Steve Belvin Thomasville, GA Dec 2013 - Current 3
Gwn Securities Inc. Palm Beach Gardens, FL Mar 2015 - Apr 2016 1
Dba Turn-key Wealth Management Thomasville, GA Apr 2014 - Apr 2016 2
Retirement Wealth Advisors, Inc. Jenison, MI May 2014 - Mar 2015 < 1
Symetra Investment Services, Inc. Bellevue, WA Jul 2011 - May 2014 2
Southern Financial Consultants, Inc. Blue Ridge, GA Jul 2011 - Apr 2014 2
Thomasville Police Thomasville, GA Jan 1999 - Jan 2013 14
Pfs Investments Inc. Thomasville, GA Feb 2011 - Jul 2011 < 1
Primerica Financial Services Thomasville, GA Jan 2010 - Jul 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Steven G. Belvin
Phone Number: 615-340-0801
Registered State(s):
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    1,690
    ACCOUNTS
  • Average Account Value
    $57,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MD, ME, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA

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

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