Steven BellCRD Number: 3005611
Current Firm: Geneos Wealth Management, Inc.
Steven Bell (CRD# 3005611) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lancaster, PA and has over 20 years of experience in the finance industry. Steven 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.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Geneos Wealth Management Inc.||Lancaster, PA||Nov 2006 - Current||11|
|Personal Wealth Advisory,llc||Lancaster, PA||Nov 2006 - Current||11|
|Park Avenue Securities||Philadelphia, PA||Jan 2005 - Nov 2006||1|
|Guardian Life Insurance Company||Philadelphia, PA||Dec 2004 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
Total Assets Under Management2,024MILLIONS
Total Number of Accounts10,968ACCOUNTS
Average Account Value$184,545
- 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, 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, VT, WA, WI, WV