William BellCRD 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.
Mutual Of Omaha Investor Services, Inc.
Cerity Partners LLC
Raymond James Financial Services Advisors, Inc.
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$19,267
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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