William Bell, financial advisor Midland TX

William Bell

CRD Number: 1425706
Current Firm: Rca Advisory Services

William Bell (CRD# 1425706) is an Investment Advisor Representative working at Rca Advisory Services in Midland, TX and has over 37 years of experience in the finance industry. William 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
Calton & Associates, Inc. Midland, TX Jun 2023 - Current < 1
Rca Commodity Services LLC Midland, TX Mar 2015 - Current 8
Rca Advisory Services LLC Midland, TX Mar 2015 - Current 8
Rca Financial & Investment Services LLC Midland, TX Nov 2013 - Current 9
Dominion Investor Services, Inc. Horsehoe Bay, TX May 2018 - Jun 2023 5
Ifs Securities, Inc. Atlanta, GA Nov 2013 - May 2018 4
Wells Fargo Advisors LLC Midland, TX May 2009 - Nov 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination Sep 1996
Contact Info for William W. Bell
Phone Number: (432) 695-6233
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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