Mark Bell Advisory Services, Inc.

Mark Bell Advisory Services, Inc. (CRD# 107114) is a financial advisory firm headquartered in Chicago, IL. They manage $108,614,014 in 159 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $683,107
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Mark Bell Advisory Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert M. Bell
CRD#: 1284013
401 N Michigan Ave, Suite 1200, Chicago, IL 60611
96
Wealthminder
score

Robert Bell (CRD# 1284013) is an Investment Advisor Representative working at Mark Bell Advisory Services, Inc. in Chicago, IL and has over 32 years of experience in the finance industry. Robert 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.

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