Claudia Bellars (CRD# 2210945) is an Investment Advisor Representative working at Consolidated Planning Corporation in Virginia Beach, VA and has over 32 years of experience in the finance industry. Claudia Bellars has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 |
| Cpb Enterprises | 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 | Nov 2009 - May 2020 | 10 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Virginia Beach, VA | Jun 2008 - May 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1992 |
- FL
- GA
- SC
- 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
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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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