Bell Investment Advisors Inc.

Bell Investment Advisors Inc. (CRD# 108383) is a financial advisory firm headquartered in Oakland, CA. They manage $644,537,129 in 1,156 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    645
    MILLION
  • Total Number of Accounts
    1,156
    ACCOUNTS
  • Average Account Value
    $557,558
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
The map below shows states where this firm has explicit registration only.

CA, NY, OR, TX, WA

Financial Advisors at Bell Investment Advisors Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Brian R. Baylis
CRD#: 4873599
1111 Broadway, Suite 1630, Oakland, CA 94607

Brian Baylis (CRD# 4873599) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 19 years of experience in the finance industry.

2
Forrest R. Bell
CRD#: 5096390
1111 Broadway, Suite 1630, Oakland, CA 94607

Forrest Bell (CRD# 5096390) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 18 years of experience in the finance industry.

3
James F. Bell
CRD#: 1294700
1111 Broadway, Suite 1630, Oakland, CA 94607

James Bell (CRD# 1294700) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 30 years of experience in the finance industry.

4
Tiffany S. Blaho
CRD#: 6573816
1111 Broadway, Suite 1630, Oakland, CA 94607

Tiffany Blaho (CRD# 6573816) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 8 years of experience in the finance industry.

5
Heidi A. Crawford
CRD#: 5976276
1111 Broadway, Suite 1630, Oakland, CA 94607

Heidi Crawford (CRD# 5976276) 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.

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

Laurent Harrison (CRD# 5758339) 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.

7
Ryan E. Kelley
CRD#: 5337880
1111 Broadway, Suite 1630, Oakland, CA 94607

Ryan Kelley (CRD# 5337880) 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.

8
Eugenia D. Lathan-Churchill
CRD#: 5996194
1111 Broadway, Suite 1630, Oakland, CA 94607

Eugenia Lathan-Churchill (CRD# 5996194) 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.

9
Jerene R. Meissert
CRD#: 4179120
1111 Broadway, Suite 1630, Oakland, CA 94607

Jerene Meissert (CRD# 4179120) 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
Dana B. Nelson
CRD#: 4947100
1111 Broadway, Suite 1630, Oakland, CA 94607

Dana Nelson (CRD# 4947100) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 20 years of experience in the finance industry.

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