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 14 years of experience in the finance industry.
Uma Financial Services Inc.
|Royal Alliance Associates Inc.||Bountiful, UT||Jul 2002 - Current||14|
|Daniel K. Bell Dba Bell & Associates, P.c.||Salt Lake City, UT||Jul 1996 - Current||20|
|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