Bell & Brown Wealth Advisors, LLC
Bell & Brown Wealth Advisors, LLC (CRD# 175419) is a financial advisory firm headquartered in Newport Beach, CA. They manage $324,799,614 in 553 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management325MILLION
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Total Number of Accounts553ACCOUNTS
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Average Account Value$587,341
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AR, CA, LA, NV, TN, TX
Lantz Bell (CRD# 1201824) is an Investment Advisor Representative working at Bell & Brown Wealth Advisors, LLC in Newport Beach, CA and has over 38 years of experience in the finance industry.
Jeffrey Brown (CRD# 2268949) is an Investment Advisor Representative working at Bell & Brown Wealth Advisors, LLC in Vail, CO and has over 32 years of experience in the finance industry.
Marilyn Horsley (CRD# 1417652) is an Investment Advisor Representative working at Bell & Brown Wealth Advisors, LLC in Newport Beach, CA and has over 13 years of experience in the finance industry.