Adam Bell, financial advisor Spanish Fort AL

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 15 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 6
Rockbridge Asset Management, LLC Daphne, AL Jun 2010 - Current 13
Wfg Investments Inc. Daphne, AL Apr 2010 - May 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Jan 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Adam P. Bell
Phone Number: 407-254-1500
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    1,445
    MILLIONS
  • Total Number of Accounts
    6,618
    ACCOUNTS
  • Average Account Value
    $218,270
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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