Mark Bell Advisory Services, Inc.
Mark Bell Advisory Services, Inc. (CRD# 107114) is a financial advisory firm headquartered in Chicago, IL. They manage $139,820,585 in 130 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management140MILLION
Total Number of Accounts130ACCOUNTS
Average Account Value$1,075,543
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Bell (CRD# 1284013) is an Investment Advisor Representative working at Mark Bell Advisory Services, Inc. in Chicago, IL and has over 37 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.