Joseph Bell, financial advisor Columbia MD
96 score

Joseph Bell

CRD Number: 5495519
Current Firm: 1st Global Advisors Inc.

Joseph Bell (CRD# 5495519) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Columbia, MD and has over 7 years of experience in the finance industry. Joseph 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
Bfj Wealth Management, LLC Columbia, MA Feb 2016 - Current < 1
Bell, Frech & Jacobs, LLC Columbia, MD Jan 2016 - Current < 1
1st Global Advisors Inc. Columbia, MD Mar 2013 - Current 3
1st Global Capital Corp. Colubmia, MD Mar 2013 - Current 3
Bell And Frech Brookeville, MD Feb 2013 - Dec 2015 2
Ameriprise Financial Services, Inc. Rockville, MD Jan 2009 - Feb 2013 4
Salisbury University Salisbury, MD Aug 2005 - Jan 2009 3
Generation Financial Advisors Salisbury, MD Feb 2008 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Joseph L. Bell
Phone Number: 214-294-5000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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