Abby Belvin has been an investment adviser representative at West Financial Advisors since October 2018, and is not listed among the firm’s executive officers or direct owners.
West Financial Advisors, L.L.C. is a Des Moines, IA firm with $674M under management, 305 clients and 6 advisers across 2 offices, as of its February 2026 filing.
Abby Belvin’s longest registration is the current one, 8 years at West Financial Advisors since 2018. Before joining West Financial Advisors in 2018, Abby Belvin was registered through Voya Financial Advisors, Inc.
- – present · 8 yearsDes Moines, IA · Adviser representative · Firm CRD 142265
- Voya Financial Advisors, Inc.– · under a yearDes Moines, IA · Adviser representative · Firm CRD 2882
Investment adviser representative registrations
Abby Belvin is registered as an investment adviser representative in Iowa, since October 2018.
- IowaSince 11 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 2 April 2018 |
| Series 7 | General Securities Representative Examination | 19 March 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Abby Rae Belvin
- CRD
- 6835588
- Firm
- West Financial Advisors · CRD 142265
- Office
- 111 EAST GRAND, SUITE 412, Des Moines, IA 50309
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Abby Belvin work?
Abby Belvin is an investment adviser representative registered through West Financial Advisors, L.L.C. since October 2018, and is not listed among the firm’s executive officers or direct owners.
Is Abby Belvin a financial advisor?
Yes. Abby Belvin has a current investment-adviser registration in Iowa, through West Financial Advisors since October 2018.
How many years of experience does Abby Belvin have?
Abby Belvin has 8 years in the financial industry, since March 2018, across 2 adviser firms.
What exams has Abby Belvin passed?
Abby Belvin has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in March 2018. FINRA credited Abby Belvin with the SIE, which began in October 2018.
Where did Abby Belvin work before West Financial Advisors?
Before West Financial Advisors, Abby Belvin was registered through Voya Financial Advisors, Inc., April 2018 to October 2018.
Where is Abby Belvin based?
Abby Belvin’s registered office is in Des Moines, IA.
Is Abby Belvin registered with FINRA?
No. Abby Belvin has no current broker registration.
How can I verify Abby Belvin’s record?
Search CRD 6835588 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Abby Belvin’s full registration record.