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Brian Bewley is an Investment Advisor Representative with Virtue Capital Management, LLC in Raleigh, NC. Brian is an experienced investment advisor with over 10 years of experience in the financial services industry. Brian has a background in technology and consulting, which gives a unique perspective on the financial markets. Brian holds a Series 65 license and is registered with the state of North Carolina. Brian is also an independent insurance agent and a mortgage loan originator. Virtue Capital Management, LLC provides financial planning, portfolio management, and educational seminars to individual and corporate clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
09/30/2020 - Present
Virtue Capital Management, LLC (Raleigh NC)
IA
Issued 06/22/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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