Bari BellCRD Number: 1331450
Current Firm: Regal Investment Advisors LLC
Bari Bell (CRD# 1331450) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 38 years of experience in the finance industry.
Advisory Alpha, LLC
J.p. Morgan Securities LLC
Stewardship Trust Advisors
|Regulus, LLC||Kentwood, MI||Sep 2014 - Current||9|
|Regal Investment Advisors LLC||Kentwood, MI||Jun 2011 - Current||12|
|American Portfolios Financial Services, Inc.||Traverse City, MI||Jan 2010 - Sep 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1985|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,043MILLIONS
Total Number of Accounts11,768ACCOUNTS
Average Account Value$173,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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