Michael BellCRD Number: 2660446
Current Firm: D.a. Davidson & Company
Michael Bell (CRD# 2660446) is an Investment Advisor Representative working at D.a. Davidson & Company in Bellevue, WA and has over 27 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|D.a. Davidson & Company||Bellevue, WA||Sep 1998 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1995|
|S65||NASAA Investment Advisors Law Examination||Nov 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management23,892MILLIONS
Total Number of Accounts76,487ACCOUNTS
Average Account Value$312,373
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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