Katrina BellCRD 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.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|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|
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 Management220MILLIONS
Total Number of Accounts15ACCOUNTS
Average Account Value$14,645,537
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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