Melinda Bell (CRD# 5166654) is an Investment Advisor Representative working at Avantax Advisory Services in Stillwater, OK and has over 13 years of experience in the finance industry.
CRD# 5534131
Transamerica Financial Advisors, Inc.
CRD# 6456926
Avantax Advisory Services
CRD# 1266819
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cochran Bell LLC | Stillwater, OK | Sep 2020 - Current | 3 |
Cochran Bell Llc, Dba Cochran Bell Wealth And Tax Strategy | Stillwater, OK | Sep 2020 - Current | 3 |
Avantax Insurance Agency, LLC | Stillwater, OK | Aug 2012 - Current | 11 |
Avantax Advisory Services | Stillwater, OK | Aug 2011 - Current | 12 |
Avantax Investment Services, Inc. | Stillwater, OK | Jun 2010 - Current | 13 |
Mutual Of Omaha | Stillwater, OK | Jun 2014 - Sep 2020 | 6 |
Danny Cochran Cpa Pc | Stillwater, OK | Jul 2010 - Sep 2020 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2010 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- OK
- TX
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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