Steven
Cervantes
Virtue Capital Management, LLC
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About this Advisor
Steven Cervantes is a financial advisor working in Brentwood, Tennessee with a total of 2 years of relevant experience. Cervantes currently works for Virtue Capital Management, LLC. Their career trajectory has included roles at Questar Asset Management, K Street, Questar Capital, Life Sales, Opus Financial Partners, LLC, Opus Bank, Opus Equity Partners, Larson Financial Securities, Larson Financial Group, LLC, Larson Financial Holdings LLC, Larson Financial Group LLC, Virtue Capital Management, Summit Capital Solutions, Foothill Securities, Inc, Principal Life Insurance Company, Princor Financial Services Corporation, Wealthfront, Wealthfront Brokerage Corporation, Larson Financial Securities, LLC, K Street Capital Partners (Dba K Street) and Lifemark Securities Corp. Cervantes maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Tennessee. Virtue Capital Management, LLC is a financial advisory business operating out of Brentwood, TN. The investment advisory business has offices in 98 locations and a total of 133 advisors. It handles $941 million in assets between its 8,035 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 8,035 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees usually vary depending on the services provided. However, fees billed by Virtue Capital Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Virtue Capital Management, LLC Brokerage Details
$941,394,286
133
8,035
$117,162
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Steven Cervantes Work History
Steven has been registered as a financial advisor for 2 years.*
Virtue Capital Management
Summit Capital Solutions
K Street Capital Partners (Dba K Street)
K Street
Lifemark Securities Corp
Larson Financial Group, LLC
Larson Financial Holdings LLC
Larson Financial Group LLC
Larson Financial Securities, LLC
Larson Financial Securities
Larson Financial Securities, LLC
Larson Financial Securities, LLC
Opus Financial Partners, LLC
Opus Bank
Opus Equity Partners
Principal Life Insurance Company
Princor Financial Services Corporation
Wealthfront
Wealthfront Brokerage Corporation
Foothill Securities, Inc
Questar Asset Management
Questar Capital
Life Sales
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Cervantes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
