Barbara Bell, financial advisor Charlotte NC
89 score

Barbara Bell

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Regal Investment Advisors Kentwood, MI Jun 2015 - Current 1
Advisory Services Network, LLC Atlanta, GA May 2015 - Current 1
Cannon Sales, Inc. Charlotte, NC Jun 2013 - Current 3
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
Contact Info for Barbara A. Bell
Phone Number: 770.352.0449
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    734
    MILLIONS
  • Total Number of Accounts
    3,805
    ACCOUNTS
  • Average Account Value
    $192,993
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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