Daniel BellCRD Number: 4558355
Current Firm: Royal Alliance Associates, Inc.
Daniel Bell (CRD# 4558355) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in South Jordan, UT and has over 15 years of experience in the finance industry.
Uma Financial Services Inc.
|Royal Alliance Associates Inc.||Bountiful, UT||Jul 2002 - Current||15|
|Daniel K. Bell Dba Bell & Associates, P.c.||Salt Lake City, UT||Jul 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2003|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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, VI, VT, WA, WI, WV