KB
Kellen B. Beard
VIRTUE CAPITAL MANAGEMENT
DICKSON, TN 37055
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CRD#: 6723771
KB
Professional summary
Kellen Blaise Beard is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Dickson, Tennessee.
Kellen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kellen has worked at 2 firms and has passed the Series 65 exam.
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.
1. GRANITE RETIREMENT AND TAX ADVISORY LLC�, Title: �INDEPENDENT TAX ASSOCIATE, Description: PROVIDES TAX SERVICES, Start Date: 01/01/2019, Address: 318 E. COLLEGE STREET, DICKSON TENNESSEE�, Investment-related? NO, Hours per month: 100, During trading hours: 100 2. SCENIC CONSTRUCTION�, Title: CONSTRUCTION SOLE PROPRIETORSHIP�, Description: SUBCONTRACTOR RUN TRACTOR/EXVATOR, MISC. DUTIES�, Start Date: 06/01/2019, Address: 1740� SCENIC LANE CENTERVILLE, TN 37033�, Investment-related? NO, Hours per month: 10, During trading hours: 2 3. B2P LLC�, Title: MEMBER, Description: �PARTNERSHIP LLC DEALS WITH RENTAL PROPERTIES�, Start Date: 05-01-2020, Address: 1740 SCENIC LANE CENTERVILLE TN 37033, Investment-related? NO, Hours per month: 1, During trading hours: 0 4. MAXOR NATIONAL PHARMACY�, Title: ACCOUNT MANAGER�, Description: PHARMACY MANAGMENT DUTIES - WORKING WITH PHARMACY OWNERS MANAGING INTERNAL FINANCIALS, Start Date: 04-26-2021, Address: 320 S POLK ST STE 701 AMARILLO TX 79101�, Investment-related? NO, Hours per month: 50, During trading hours: 40
CRS (Client Relationship Summary) - RIA
Click below to view Kellen Blaise Beard'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
June 4, 2019 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 318 E. College St, Dickson, TN 37055RIA
CRD#: 167816
DICKSON, TN
Past
November 1, 2016 - April 25, 2019
RETIREMENTADVICE | JKA
RIA
CRD#: 153803
Dickson, TN
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
Tennessee(6/4/2019)
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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Company Information
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816Dickson, TN 37055TRUST BUT VERIFY
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