Bell Investment Advisors Inc.

Bell Investment Advisors Inc. (CRD# 108383) is a financial advisory firm headquartered in Oakland, CA. They manage $515,701,460 in 1,147 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    516
    MILLION
  • Total Number of Accounts
    1,147
    ACCOUNTS
  • Average Account Value
    $449,609
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AZ, CA, LA, OR, TX, WA

Financial Advisors at Bell Investment Advisors Inc.
Showing 1 - 10 of 12 top financial advisors.
1
James F. Bell
CRD#: 1294700
1111 Broadway, Suite 1630, Oakland, CA 94607
96
Wealthminder
score

James Bell (CRD# 1294700) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 23 years of experience in the finance industry. James Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew P. King
CRD#: 4518281
1111 Broadway, Suite 1630, Oakland, CA 94607
96
Wealthminder
score

Matthew King (CRD# 4518281) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 14 years of experience in the finance industry.

3
Brian R. Baylis
CRD#: 4873599
1111 Broadway, Suite 1630, Oakland, CA 94607
93
Wealthminder
score

Brian Baylis (CRD# 4873599) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 12 years of experience in the finance industry.

4
Forrest R. Bell
CRD#: 5096390
1111 Broadway, Suite 1630, Oakland, CA 94607
93
Wealthminder
score

Forrest Bell (CRD# 5096390) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 10 years of experience in the finance industry.

5
Bing Y. Chan
CRD#: 2069951
1111 Broadway, Suite 1630, Oakland, CA 94607
93
Wealthminder
score

Bing Chan (CRD# 2069951) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 22 years of experience in the finance industry.

6
Laurent J. Harrison
CRD#: 5758339
1111 Broadway, Suite 1630, Oakland, CA 94607
93
Wealthminder
score

Laurent Harrison (CRD# 5758339) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 6 years of experience in the finance industry.

7
Jerene R. Meissert
CRD#: 4179120
1111 Broadway, Suite 1630, Oakland, CA 94607
93
Wealthminder
score

Jerene Meissert (CRD# 4179120) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 10 years of experience in the finance industry.

8
Dana B. Nelson
CRD#: 4947100
1111 Broadway, Suite 1630, Oakland, CA 94607
93
Wealthminder
score

Dana Nelson (CRD# 4947100) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 12 years of experience in the finance industry.

9
John R. Tregenza
CRD#: 3277032
1111 Broadway, Suite 1630, Oakland, CA 94607
93
Wealthminder
score

John Tregenza (CRD# 3277032) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 16 years of experience in the finance industry.

10
Rohan R. Nayak
CRD#: 6066126
1111 Broadway, Suite 1630, Oakland, CA 94607
90
Wealthminder
score

Rohan Nayak (CRD# 6066126) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has 1 year of experience in the finance industry. Rohan Nayak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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