Joy Bell (CRD# 6972648) is an Investment Advisor Representative working at The Ayco Company, LP in Atlanta, GA and has over 4 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goldman Sachs Ayco Personal Financial Management | Atlanta, GA | Apr 2021 - Current | 3 |
| Wells Fargo Clearing Services | Charlotte, NC | Jun 2019 - Mar 2021 | 1 |
| Anderson Wealth Management Group Of Wells Fargo Advisors | Portland, OR | Feb 2019 - Jun 2019 | < 1 |
| Portland State University Housing And Residence Life | Portland, OR | Sep 2018 - Jun 2019 | < 1 |
| The Portland Clinic Of Holistic Health | Portland, OR | Mar 2018 - Jun 2019 | 1 |
| Portland State University | Portland, OR | Sep 2017 - Jun 2019 | 1 |
| Wells Fargo Advisors - Portland Complex | Portland, OR | Jun 2018 - Aug 2018 | < 1 |
| Portland State University Housing And Residence Life | Portland, OR | Mar 2018 - Jun 2018 | < 1 |
| Baan Thai Restaurant | Portland, OR | Oct 2017 - Mar 2018 | < 1 |
| Ground Coffee | Hood River, OR | Jun 2017 - Sep 2017 | < 1 |
| Riverside | Hood River, OR | Jun 2017 - Sep 2017 | < 1 |
| Brickhouse | Bend, OR | Jun 2016 - Jun 2017 | 1 |
| Chow | Bend, OR | Oct 2015 - Jun 2017 | 1 |
| Noi Thai Cuisine | Bend, OR | Nov 2015 - Jun 2016 | < 1 |
| Madaline's Grill And Steak House | Redmond, OR | Sep 2015 - Nov 2015 | < 1 |
| Central Oregon Community College | Bend, OR | Jun 2015 - Sep 2015 | < 1 |
| Riverside | Hood River, OR | Feb 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- GA
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Total Assets Under Management25,870MILLIONS
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Total Number of Accounts46,004ACCOUNTS
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Average Account Value$562,344
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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