Michael Bell (CRD# 6373885) is an Investment Advisor Representative working at Sage Advisors, LLC in Edmonds, WA and has over 7 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage Advisors, LLC | Edmonds, WA | Feb 2020 - Current | 4 |
| Massmutual Life Insurance Company | Bellevue, WA | Apr 2016 - Current | 8 |
| Kms Financial Services, Inc. | Seattle, WA | Jan 2019 - Oct 2020 | 1 |
| Mml Investors Services, LLC | Bellevue, WA | May 2016 - Nov 2018 | 2 |
| Unemployed | Kirkland, WA | Jul 2015 - Apr 2016 | < 1 |
| Northwestern Mutual Investment Services, LLC | Bellevue, WA | Nov 2014 - Jul 2015 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jul 2014 - Jul 2015 | 1 |
| Traeger | Springville, UT | May 2013 - Aug 2014 | 1 |
| Grb Inc. | Bothell, WA | Jan 1993 - Aug 2014 | 21 |
| Speedware Motorsports | Redmond, WA | Feb 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- WA
-
Total Assets Under Management427MILLIONS
-
Total Number of Accounts643ACCOUNTS
-
Average Account Value$664,149
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, FL, ID, NC, NY, OR, TX, WA
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