Axel
Bellars
Consolidated Planning Corporation
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About this Advisor
Axel Bellars is a financial advisor based in Virginia Beach, Virginia, working with Consolidated Planning Corporation. Axel has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, George Mason University, Frank W. Cox High School, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Consolidated Planning Corporation, Bellars Harris Wealth Management, Rocs Staffing, Arties Great American Restaurant, Ajb Holdings Inc, and Bank Of America, N.A. Axel has passed the Series 66 regulatory exam and is registered to provide services in Florida, Georgia, Texas, and Virginia. Currently, Axel is part of Consolidated Planning Corporation, which operates out of Virginia Beach, Virginia. The firm has 4 offices and 37 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Consolidated Planning Corporation includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Consolidated Planning Corporation Brokerage Details
$1,575,607,175
37
3,204
$491,763
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Axel Bellars Work History
Consolidated Planning Corporation
Ajb Holdings Inc
Raymond James Financial Services, Inc
Bellars Harris Wealth Management
Raymond James Financial Services Advisors, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Rocs Staffing
Arties Great American Restaurant
George Mason University
Frank W. Cox High School
Disclosures
Please visit the SEC profile of Axel Bellars 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 Consolidated Planning Corporation
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Atlanta, GA
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