Brian
Belsterling

Spc

CRD#5917016
Investment Advisor
in Montgomery, AL

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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

Series 66

Years of Experience

39 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

Montgomery, AL

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

AL Average: $943,424,332
Total Number of Employees

705

AL Average: 21
Total Number of Accounts

25,865

AL Average: 1,586
Average Account Size

$176,210

AL Average: $594,845

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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
  • Other

Brian Belsterling Work History

Brian has 39 years of experience.

2014 - Present (7 years)

Parkland Securities

2014 - Present (7 years)

Spc

2011 - 2014 (3 years)

Lpl Financial

1981 - 2011 (30 years)

Commerce Print Strategies, Inc

Disclosures

Brian Belsterling has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Thomas Schalk
Gainesville, TX
Jesse Howie
West Des Moines, IA
Craig Brooks
Littleton, CO
Craig Freund
Lisle, IL
Edward Tawney
Ann Arbor, MI
Roberto Cantu
Ann Arbor, MI
Janet Rzewnicki
Wilmington, DE
Michael Barrella
Melbourne, FL

This content was compiled from the SEC and FINRA.

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