Steven
Cervantes
Virtue Capital Management, LLC
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About this Advisor
Steven Cervantes is a financial advisor based in Brentwood, Tennessee, working with Virtue Capital Management, LLC. Steven has previously held positions at K Street, Larson Financial Securities, Summit Capital Solutions, Foothill Securities, Inc, Principal Life Insurance Company, Princor Financial Services Corporation, Wealthfront, Wealthfront Brokerage Corporation, Opus Financial Partners, LLC, Opus Bank, Opus Equity Partners, Larson Financial Securities, LLC, Larson Financial Group, LLC, Larson Financial Holdings LLC, Larson Financial Group LLC, K Street Capital Partners (Dba K Street), Virtue Capital Management, and Lifemark Securities Corp. Steven has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Steven is part of Virtue Capital Management, LLC, which operates out of Brentwood, Tennessee. The firm has 98 offices and 110 employees. The firm manages assets totaling $787.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Virtue Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Virtue Capital Management, LLC Brokerage Details
$787,466,707
110
6,111
$128,861
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Steven Cervantes Work History
Summit Capital Solutions
Virtue Capital Management
K Street Capital Partners (Dba K Street)
K Street
Lifemark Securities Corp
Larson Financial Securities, LLC
Larson Financial Group, LLC
Larson Financial Holdings LLC
Larson Financial Group 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
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.
Financial Advisors at Virtue Capital Management, LLC
Brenham, TX
Roanoke, VA
Saint Louis, MO
Pompano Beach, FL
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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