Keith Bell, financial advisor Troy NC

Keith Bell

CRD Number: 6072051
Current Firm: Credit Union Investment Services

Keith Bell (CRD# 6072051) is an Investment Advisor Representative working at Credit Union Investment Services in Troy, NC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Credit Union Investment Services Raleigh, NC Jul 2023 - Current < 1
Secu Brokerage Services Raleigh, NC Jul 2023 - Current < 1
State Employees' Credit Union Troy, NC Jun 2023 - Current < 1
Secu Life Insurance Company Raleigh, NC Jun 2023 - Current < 1
Wells Fargo Clearing Services, LLC Southern Pines, NC Jan 2018 - Current 6
Wells Fargo Bank Na Southern Pines, NC Jan 2018 - Current 6
Fifth Third Bank Raleigh, NC Jun 2011 - Dec 2017 6
Fifth Third Securities Raleigh, NC Apr 2012 - Nov 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2019
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Keith A. Bell
Phone Number: 800-451-5467
Firm Website: https://www.ncsecu.org/
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NC

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