About this Advisor
Brian Belsterling is an advisor located in Montgomery, Alabama. Currently a registered advisor with Spc, Belsterling has a notable 39 years of professional experience. Belsterling holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Belsterling can advise investors based out of Alabama, California, Colorado, Florida, Georgia, North Carolina, Pennsylvania and Texas. Over the course of their career, Belsterling has held roles at Commerce Print Strategies, Inc, Lpl Financial, Parkland Securities and Spc. Spc is located in Montgomery, Alabama, and has 464 additional locations in the nation. In aggregate, Spc oversees $5 billion in assets covering 25,865 client accounts and employs more than 705 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the nation. The firm manages 25,860 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Spc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Spc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Belsterling Work History
Brian has 39 years of experience.
Commerce Print Strategies, Inc
Brian Belsterling has no disclosures.
Please visit their SEC profile for more details.
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