Joel Lange, financial advisor Austin TX
103 score

Joel Lange

CRD Number: 1848539
Current Firm: Bell Wealth Management Inc.
Compensation Model: Fee Only

Mr. Lange is an Investment Director with Bell Wealth Management in Austin, TX.  He has been managing investments for private clients since 1998.  

 

He graduated from Valparaiso University with a B.S. in Finance, and earned an MBA from the John M. Olin School of Business at Washington University.  Mr. Lange is a CFA charterholder.

CONTACT
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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 Lange
Phone Number:
Firm Website: http://www.bellwm.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    134
    MILLIONS
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $1,000,746
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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