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).

Current Firm Details
1305 Park Avenue, Newport Beach, CA 92662
https://www.facebook.com/lantzbellnewportbeach/
By the Numbers
  • Total Assets Under Management
    325
    MILLION
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $587,341
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, LA, NV, TN, TX

Financial Advisors at Bell & Brown Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lantz Bell, financial advisor Newport Beach CA
Lantz E. Bell
CRD#: 1201824
1305 Park Avenue, Newport Beach, CA 92662

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.

2
Jeffrey Brown, financial advisor Vail CO
Jeffrey H. Brown
CRD#: 2268949
Vail, CO

Jeffrey Brown (CRD# 2268949) is an Investment Advisor Representative working at Bell & Brown Wealth Advisors, LLC in Vail, CO and has over 31 years of experience in the finance industry.

3
Marilyn Horsley, financial advisor Newport Beach CA
Marilyn J. Horsley
CRD#: 1417652
1305 Park Avenue, Newport Beach, CA 92662

Marilyn Horsley (CRD# 1417652) is an Investment Advisor Representative working at Bell & Brown Wealth Advisors, LLC in Newport Beach, CA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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