Joel Lange, financial advisor Austin TX
96 score

Joel Lange

CRD Number: 1848539
Current Firm: Bell Wealth Management Inc.

Joel Lange (CRD# 1848539) is an Investment Advisor Representative working at Bell Wealth Management Inc. in Austin, TX and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bell Wealth Management, Inc. Austin, TX Oct 2009 - Current 7
Bank Of America Austin, TX Jan 2002 - Aug 2009 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Joel A. Lange
Phone Number: 512-347-9500
Firm Website:
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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