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.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
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 |
- LA
- NC
-
Total Assets Under Management137MILLIONS
-
Total Number of Accounts222ACCOUNTS
-
Average Account Value$616,218
- 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
- Pension consulting services
LA, NC, NY, SC, TX
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