Barbara Bell, financial advisor Charlotte NC

Barbara Bell

CRD Number: 6173944
Current Firm: Cannon Advisors

Barbara Bell (CRD# 6173944) is an Investment Advisor Representative working at Cannon Advisors in Charlotte, NC and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Bell Divorce Advisors, Inc. Charlotte, NC Jul 2018 - Current 5
Cannon Advisors, Inc. Charlotte, NC Jun 2018 - Current 5
Regulus Advisors, LLC Charlotte, NC Oct 2018 - Mar 2024 5
Regulus Advisors, LLC Charlotte, NC Jun 2015 - Oct 2018 3
Bell Financial Planning, Inc. Charlotte, NC Mar 2014 - Jul 2018 4
Advisory Services Network, LLC Atlanta, GA Jun 2015 - Jun 2018 3
H.d. Vest Advisory Services Charlotte, 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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Barbara A. Bell
Phone Number: 704-820-8393
Registered State(s):
  • LA
  • NC
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    222
    ACCOUNTS
  • Average Account Value
    $616,218
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
Types of Clients
Registered States

LA, NC, NY, SC, TX

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