Robert Bell, financial advisor Chicago IL

Robert Bell

CRD Number: 1284013
Current Firm: Mark Bell Advisory Services, Inc.

Robert Bell (CRD# 1284013) is an Investment Advisor Representative working at Mark Bell Advisory Services, Inc. in Chicago, IL and has over 39 years of experience in the finance industry. Robert Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mark Bell Advisory Services, Inc. Chicago, IL Oct 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Jun 1996
Contact Info for Robert M. Bell
Phone Number: 312-840-8265
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $1,067,156
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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