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Financial ADVSR advisor directory · SEC adviser records

Bellars Harris Wealth Management financial advisors in Virginia Beach, VA

Every SEC-registered investment adviser representative at a Bellars Harris Wealth Management office in Virginia Beach, A to Z.

The short answer

4 registered advisors work at Bellars Harris Wealth Management in Virginia Beach, out of 6 at the firm nationwide; it ranks number 27 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Bellars Harris Wealth Management advisors in Virginia Beach, A to Z

Every Bellars Harris Wealth Management advisor →

Bellars Harris Wealth Management advisors in every city and state →Bellars Harris Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Bellars Harris Wealth Management advisors in other cities

Mount Pleasant, SC 2

Other firms in Virginia Beach

All Virginia Beach advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 33Wells Fargo Clearing Services, LLC 32Davenport & Company LLC 29LPL Financial LLC 29MML Investors Services, LLC 28Raymond James Financial Services Advisors, Inc. 26Strategic Advisers LLC 25Ameriprise Financial Services, LLC 24Cambridge Investment Research Advisors, Inc. 23Morgan Stanley 22Raymond James & Associates, Inc. 21Edward Jones 19

Questions

How many financial advisors does Bellars Harris Wealth Management have in Virginia Beach?

4 investment adviser representatives are registered at Bellars Harris Wealth Management offices in Virginia Beach, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Bellars Harris Wealth Management one of the largest advisor employers in Virginia Beach?

Bellars Harris Wealth Management ranks number 27 in Virginia Beach by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 33.

How do I check a Bellars Harris Wealth Management advisor in Virginia Beach?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bellars Harris Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.