EB
Eric D. Brumagin
VIRTUE CAPITAL MANAGEMENT
Jamestown, NC 27282
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CRD#: 1518822
EB
Professional summary
Eric Dean Brumagin is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Jamestown, North Carolina.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Eric has worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FIRST FIDELITY NC, LLC-, Title: MEMBER, Description: INSURANCE AND ANNUITY BUSINESS�, Start Date: 07-10-1905, Address: �LEWISVILLE, NC�, Investment-related? NO, Hours per month: 100, During trading hours: 60
CRS (Client Relationship Summary) - RIA
Click below to view Eric Dean Brumagin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 30, 2019 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 1228 Guilford College Rd #101, Jamestown, NC 27282RIA
CRD#: 167816
Jamestown, NC
Past
April 10, 2019 - July 30, 2019
SPECIALIZED ADVISORS
RIA
CRD#: 299308
Lewisville, NC
Past
September 17, 2018 - April 9, 2019
SECURE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 141195
Jamestown, NC
Past
February 24, 2017 - September 18, 2018
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Jamestown, NC
Past
March 12, 2007 - August 24, 2018
FIRST FIDELITY WEALTH ADVISORS, INC.
RIA
CRD#: 142869
JAMESTOWN, NC
Past
August 11, 1997 - April 17, 1998
SAN CLEMENTE SECURITIES, INC.
BD
CRD#: 21895
SAN CLEMENTE, CA
Past
August 26, 1996 - July 2, 1997
MM ASCEND LIFE INVESTOR SERVICES, LLC
BD
CRD#: 36451
CINCINNATI, OH
Past
October 27, 1989 - August 12, 1996
INTERCAROLINA FINANCIAL SERVICES, INC.
BD
CRD#: 19475
GREENSBORO, NC
Past
February 13, 1989 - November 24, 1989
THE INVESTMENT CENTER, INC.
BD
CRD#: 17839
BEDMINSTER, NJ
Past
March 2, 1988 - June 28, 1988
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
Past
July 23, 1986 - October 23, 1987
EDWARD JONES
BD
CRD#: 250
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(7/30/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 Cadillac Dr. Suite 310, Brentwood, TN 37027
Mailing Address
Phone number
(615) 340-0801
Established
Firm type
Fiscal year end
# of Employees
110
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816Jamestown, NC 27282TRUST BUT VERIFY
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