Axel Bellars, financial advisor Virginia Beach VA

Axel Bellars

CRD Number: 6882122
Current Firm: Consolidated Planning Corporation

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.

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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
Contact Info for Axel J. Bellars
Phone Number: 404-879-3000
Registered State(s):
  • FL
  • GA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,576
    MILLIONS
  • Total Number of Accounts
    3,204
    ACCOUNTS
  • Average Account Value
    $491,763
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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