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Amy Lea Belcher

Advisor at Cetera — Suffolk, VA

Updated today

Credentials

Series 63, Series 66

Experience

25 years

Location

Suffolk, VA

Cetera logo

Cetera

Institution

Total advisors

10,182

Across 5,098 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Amy Belcher is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at multiple Cetera entities since 2021, as well as at Voya Financial Advisors and Carson Wealth Management Group earlier in her career. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers, with assets exceeding $256 billion under management.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Suffolk, VA

Suffolk VA

Advisors at this office

1

Most active in

Virginia

Work history

25 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2021 - Present • 5 years

El Segundo, CA

First Allied Securities Inc

2021 - 2022 • 1 year

San Diegp, CA

CETERA Financial Specialists LLC

2021 - 2022 • 1 year

Schaumburg, IL

Cetera Advisors LLC

2021 - 2022 • 1 year

St Cloud, MN

Voya Financial Advisors, Inc.

2017 - 2021 • 4 years

Windsor, CT

Cetera Advisor Networks Llc

2017 - 2017 • 1 year

El Segundo, CA

Carson Institutional Alliance

2016 - 2017 • 1 year

Omaha, NE

Carson Wealth Management Group

2016 - 2017 • 1 year

Omaha, NE

VOYA Financial Advisors, Inc.

2011 - 2016 • 5 years

QA3 Financial LLC

2008 - 2011 • 3 years

Omaha, NE

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Arie K

CFP®, Series 63, Series 65

Suffolk, VA

Korving & Company LLC

Arie Korving is a CFP® with over 31 years of experience in the financial industry. He is currently a principal at Courage Korving Miller Partners, LLC, where he has worked since 2022, and previously operated Korving & Company LLC since 2010. Courage Korving Miller Partners, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of investment strategies and analytical methods, and offers ongoing monitoring and reporting while generally recommending Schwab or Fidelity as custodians.

Retirement income strategy Income planning Tax-loss harvesting Cash flow / budgeting
user avatar

Ella B

Series 66

Suffolk, VA

Korving & Company LLC

Ella Bourne is a financial advisor with Courage Korving Miller Partners, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm tailors portfolios using a range of investment strategies and typically recommends Schwab or Fidelity as custodians while offering ongoing monitoring and reporting.

Retirement income strategy Income planning Tax-loss harvesting Cash flow / budgeting
user avatar

Roy R

Series 65

Suffolk, VA

River Crescent Advisors, LLC

Roy Runyon is a financial advisor at River Crescent Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Harbor Wealth Advisors, Inc. and The Gartman Letter L.C. Runyon serves on the Board of Trustees for Nansemond-Suffolk Academy. River Crescent Advisors, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $122.7 million in client assets and employs a fundamental, long-term investment approach using diversified model portfolios tailored to client goals and risk tolerances.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
user avatar

Stephen K

CFP®, Series 66

Suffolk, VA

Korving & Company LLC

Stephen Korving is a CFP® with 21 years of industry experience and currently a principal at Courage Korving Miller Partners, LLC. He has been with Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of analytical methods and strategies, and offers ongoing monitoring and reporting while typically recommending Schwab or Fidelity as custodians.

Retirement income strategy Income planning Tax-loss harvesting Cash flow / budgeting
user avatar

Tyler D

CFP®, Series 65

Suffolk, VA

River Crescent Advisors, LLC

Tyler Dunn is a CFP® with three years of industry experience, currently advising at River Crescent Advisors, LLC. His prior experience includes roles at PBMares Wealth Management, The Citadel, Acap SME, LLC, and Randolph-Macon College. Outside of his advisory work, he serves as a pitching coach for the Randolph-Macon baseball team. River Crescent Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental analysis-based investment approach focused on long-term strategies while allowing for shorter-term adjustments, and it offers a wrap fee program that consolidates transaction costs into a single advisory fee.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
user avatar

Carter M

Series 63, Series 65

Suffolk, VA

MissionSquare Retirement

Carter Moss is a financial advisor with MissionSquare Retirement in Suffolk, VA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and Fund Advice developed in partnership with Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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