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|
|S63||Uniform Securities State Law Examination||Jul 2013|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
Total Assets Under Management1,100MILLIONS
Total Number of Accounts5,858ACCOUNTS
Average Account Value$187,811
- 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, IL, IN, KY, LA, MA, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.