Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellen? Claim Your ProfileKellen Blaise Beard is a registered Investment Advisor Representative with Virtue Capital Management, LLC based in Brentwood, Tennessee. Kellen Blaise Beard is also an Independent Tax Associate at Granite Retirement and Tax Advisory LLC in Dickson, Tennessee. Kellen Blaise Beard has been in the financial services industry since October 2016. Kellen Blaise Beard's areas of specialization include financial planning, portfolio management, and educational seminars.
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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TN
06/04/2019 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
IA
Issued 07/26/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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