Richard Bell (CRD# 2163662) is an Investment Advisor Representative working at Planning Capital Management Corp. in Radnor, PA and has over 31 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 5715758
Affinity Wealth Management LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planning Capital Management Corp. | Philadelphia, PA | Jan 2001 - Current | 22 |
| Lpl Financial LLC | Haddonfield, NJ | Sep 2009 - Aug 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1991 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1993 |
- NJ
- PA
-
Total Assets Under Management273MILLIONS
-
Total Number of Accounts856ACCOUNTS
-
Average Account Value$319,245
- 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
- Selection of other advisers (including private fund managers)
CA, FL, NC, NJ, PA
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