Charles Bell (CRD# 2212340) is an Investment Advisor Representative working at Wealth Management Institute Ltd. in Frederick, MD and has over 32 years of experience in the finance industry. Charles 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.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook, NY | May 2015 - Current | 9 |
| Wealth Management Institute, Ltd. | Gaithersburg, MD | Jan 2001 - Current | 23 |
| Fsc Securities Corporation | Gaithersburg, MD | Aug 1994 - May 2015 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
- MD
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Total Assets Under Management28MILLIONS
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Total Number of Accounts168ACCOUNTS
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Average Account Value$166,551
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MD
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