Bazzell Financial

Bazzell Financial (CRD# 135071) is a financial advisory firm headquartered in Lafayette, CA. They manage $12,000,000 in 182 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $65,934
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Bazzell Financial
Showing 1 - 1 of 1 top financial advisors.
1
Joe M. Bazzell
CRD#: 15488
935 Moraga Road, Suite 210, Lafayette, CA 94549
93
Wealthminder
score

Joe Bazzell (CRD# 15488) is an Investment Advisor Representative working at Bazzell Financial in Lafayette, CA and has over 20 years of experience in the finance industry.

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