Katrina Bell, financial advisor Portland OR

Katrina Bell

CRD Number: 2338923
Current Firm: Zuna, LLC

Katrina Bell (CRD# 2338923) is an Investment Advisor Representative working at Zuna, LLC in Portland, OR and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Lair Hill Partners Inc. Portland, OR Oct 2019 - Current 2
Zuna, LLC Portland, OR Oct 2019 - Current 2
Deschutes Investment Consulting, LLC Portland, OR Mar 2011 - Sep 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
S65 NASAA Investment Advisors Law Examination Jun 2019
Disclosure Information

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
Contact Info for Katrina A. Bell
Phone Number: 971-339-5701
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    220
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $14,645,537
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

OR

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