James Bell, financial advisor Oakland CA

James Bell

CRD Number: 1294700
Current Firm: Bell Investment Advisors Inc.

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. James 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
Bell Investment Advisors, Inc. Oakland, CA Jan 1991 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
Contact Info for James F. Bell
Phone Number: 510-433-1066
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    645
    MILLIONS
  • 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

CA, NY, OR, TX, WA

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