Bell Strategic Investments, Inc.

Bell Strategic Investments, Inc. (CRD# 139954) is a financial advisory firm headquartered in , . They manage $49,000,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $445,455
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Bell Strategic Investments, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Richard Bell, financial advisor Escondido CA
Richard J. Bell
CRD#: 1336367
Escondido, CA

Richard Bell (CRD# 1336367) is an Investment Advisor Representative working at Bell Strategic Investments, Inc. in Escondido, CA and has over 39 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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