Bell Investment Advisors Inc.
Bell Investment Advisors Inc. (CRD# 108383) is a financial advisory firm headquartered in Oakland, CA. They manage $644,537,129 in 1,156 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management645MILLION
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Total Number of Accounts1,156ACCOUNTS
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Average Account Value$557,558
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, NY, OR, TX, WA
Brian Baylis (CRD# 4873599) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 19 years of experience in the finance industry.
Forrest Bell (CRD# 5096390) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 18 years of experience in the finance industry.
James Bell (CRD# 1294700) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 30 years of experience in the finance industry.
Tiffany Blaho (CRD# 6573816) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 8 years of experience in the finance industry.
Heidi Crawford (CRD# 5976276) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 12 years of experience in the finance industry.
Laurent Harrison (CRD# 5758339) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 14 years of experience in the finance industry.
Ryan Kelley (CRD# 5337880) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 16 years of experience in the finance industry.
Eugenia Lathan-Churchill (CRD# 5996194) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 11 years of experience in the finance industry.
Jerene Meissert (CRD# 4179120) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 18 years of experience in the finance industry.
Dana Nelson (CRD# 4947100) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 20 years of experience in the finance industry.