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 15 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 13 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 11 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 23 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 7 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 11 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 13 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 17 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.