Allina Bell, financial advisor Lagrange GA
93 score

Allina Bell

CRD Number: 5519416
Current Firm: Raymond James Financial Services Advisors, Inc.

Allina Bell (CRD# 5519416) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lagrange, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Lagrange, GA Jun 2014 - Current 2
Raymond James Financial Services, Inc. Lagrange, GA May 2014 - Current 2
Independent Insurance Agent Upatoi, GA Jan 2005 - Current 11
Poplar Place Farm Hamilton, GA Nov 2004 - Current 12
Raymond James Financial Services, Inc. Lagrange, GA Dec 2012 - May 2014 1
Merrill Lynch Columbus, GA Mar 2010 - May 2010 < 1
Blue Cross Blue Shield Of Georgia Columbus, GA Jan 2009 - Mar 2010 1
Crown Capital Securities, LP Orange, CA Apr 2008 - Dec 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
S63 Uniform Securities State Law Examination Jun 2008
Contact Info for Allina D. Bell
Phone Number: 727-567-5877
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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