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Axel John Bellars

Consolidated Planning Corp.

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About Axel John Bellars

Axel John Bellars is a financial advisor registered with Consolidated Planning Corp., which has a main office in Atlanta, GA. Axel has been in the industry since September 5, 2018. Axel is licensed to provide investment advice in 32 states. Axel has a Series 7, Series 9 and Series 66 securities license. Axel specializes in financial planning, portfolio management for individuals, and selection of other advisors. Axel holds an ownership interest in AJB Holdings Inc. and Bellars Harris Wealth Management, LLC.

Firm Information

Axel Bellars is currently registered with Consolidated Planning Corp.. Consolidated Planning Corp. is an investment advisory firm based in Atlanta, GA with approximately $1 billion to $10 billion in assets under management. The firm serves individuals, corporations, charitable organizations, and high-net-worth individuals. Consolidated Planning Corp. provides a range of services including financial planning, portfolio management, and selection of other advisors. The firm also participates in wrap fee programs.
Consolidated Planning Corp.

1475 PEACHTREE ST. NE

ATLANTA, GA 30309

$1.58B

Assets Under Management

7

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third-party advisory fees

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Axel Bellars’s Registration & Firm History

VA

05/05/2022 - Present

Consolidated Planning Corp. (Virginia Beach VA)

VA

09/06/2018 - 05/21/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)

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Licenses & Designations

BOTH

Issued 10/19/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/2020

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Axel John Bellars.
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