Adam Bell, financial advisor Spanish Fort AL
96 score

Adam Bell

CRD Number: 5585025
Current Firm: International Assets Investment Management, LLC

Adam Bell (CRD# 5585025) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Spanish Fort, AL and has over 9 years of experience in the finance industry. Adam 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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Professional Designations
Company Name Location Dates Years
International Assets Advisory, LLC Spanish Fort, AL Jun 2017 - Current < 1
Rockbridge Asset Management, LLC Daphne, AL Jun 2010 - Current 7
Wfg Investments Inc. Daphne, AL Apr 2010 - May 2017 7
Gunnallen Financial Tampa, FL Aug 2008 - Apr 2010 1
Via Solutions Mobile, AL Sep 2006 - Jul 2008 1
Via Solutions Mobile, AL Sep 2006 - Jul 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Adam P. Bell
Phone Number: 407-254-1516
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    396
    MILLIONS
  • Total Number of Accounts
    2,393
    ACCOUNTS
  • Average Account Value
    $165,642
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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