Barbara BellCRD Number: 6173944
Current Firm: Advisory Services Network
Barbara Bell (CRD# 6173944) is an Investment Advisor Representative working at Advisory Services Network in Charlotte, NC and has over 4 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Regal Investment Advisors||Kentwood, MI||Jun 2015 - Current||2|
|Advisory Services Network, LLC||Atlanta, GA||May 2015 - Current||2|
|Cannon Sales, Inc.||Charlotte, NC||Jun 2013 - Current||4|
|H.d. Vest Advisory Services||Mount Holly, NC||Feb 2014 - Jun 2015||1|
|H.d. Vest Investment Services||Charlotte, NC||Jun 2013 - Jun 2015||2|
|Cannon Accounting & Financial Services||Charlotte, NC||Jun 2013 - Jun 2015||2|
|H.d. Vest Insurance Agency||Charlotte, NC||Jun 2013 - Jun 2015||2|
|Primerica Financial Services||Charlotte, NC||Nov 2012 - Jun 2013||< 1|
|Murphy Architectural Group||West Chester, PA||Oct 2010 - Mar 2013||2|
|The Housing Studio||Charlotte, NC||Jul 2011 - Mar 2012||< 1|
|Unemployed||West Chester, PA||Mar 2008 - Oct 2010||2|
|Visich Architects||Malvern, PA||Jul 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
|S63||Uniform Securities State Law Examination||Jul 2013|
Total Assets Under Management734MILLIONS
Total Number of Accounts3,805ACCOUNTS
Average Account Value$192,993
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IN, KY, LA, MA, ME, MI, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WI
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