Anthony Bell, financial advisor Garden City KS

Anthony Bell

CRD Number: 2812467
Current Firm: Pinion Wealth Management, LLC

Anthony Bell (CRD# 2812467) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Garden City, KS and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Albany, NY Mar 2018 - Current 6
Pinion Investment Advisors, Llc Dba Pinion Wealth Management LLC Garden City, KS Aug 2000 - Current 23
Pinion Insurance Agency, LLC Wichita, KS Aug 2000 - Current 23
Securities America Inc. Garden City, KS Sep 2005 - Mar 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Jun 2004
Contact Info for Anthony S. Bell
Phone Number: 316-682-8344
Registered State(s):
  • CA
  • CO
  • KS
  • MT
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    327
    MILLIONS
  • Total Number of Accounts
    768
    ACCOUNTS
  • Average Account Value
    $425,322
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, IN, KS, LA, MO, MT, OK, TX

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