Axel Bellars (CRD# 6882122) is an Investment Advisor Representative working at Consolidated Planning Corporation in Virginia Beach, VA and has over 5 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Consolidated Planning Corporation | Virginia Beach, VA | Apr 2022 - Current | 2 |
Raymond James Financial Services, Inc. | Virginia Beach, VA | May 2020 - Current | 3 |
Bellars Harris Wealth Management | Virginia Beach, VA | May 2020 - Current | 3 |
Raymond James Financial Services Advisors, Inc. | Virginia Beach, VA | May 2020 - May 2022 | 2 |
Bank Of America, N.a. | Virginia Beach, VA | Jul 2018 - May 2020 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Inc. | Virginia Beach, VA | Jun 2018 - May 2020 | 1 |
George Mason University | Fairfax, VA | Aug 2014 - May 2018 | 3 |
Rocs Staffing | Reston, VA | Mar 2017 - Dec 2017 | < 1 |
Arties Great American Restaurant | Fairfax, VA | Sep 2016 - Mar 2017 | < 1 |
Frank W. Cox High School | Virginia Beach, VA | Aug 2010 - Aug 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- FL
- GA
- TX
- VA
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Total Assets Under Management1,576MILLIONS
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Total Number of Accounts3,204ACCOUNTS
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Average Account Value$491,763
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
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