Diane BellCRD Number: 1929009
Current Firm: Raymond James Financial Services Advisors, Inc.
Diane Bell (CRD# 1929009) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 11 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James Financial Services Advisors, Inc.||Avon, CT||Jan 2009 - Current||8|
|Raymond James Financial Services||Avon, CT||Aug 2008 - Current||9|
|Non-variable Insurance:||Avon, CT||Apr 2014 - Jul 2015||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Hartford, CT||Feb 2006 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2006|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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