James BellCRD Number: 2225733
Current Firm: Arbor Point Advisors
James Bell (CRD# 2225733) is an Investment Advisor Representative working at Arbor Point Advisors in Spokane, WA and has over 30 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Charles Schwab & Company, Inc.
Interfund Management Services, Inc.
|Securities America, Inc.||Spokane, WA||Nov 2020 - Current||2|
|Arbor Point Advisors||Spokane, WA||Nov 2020 - Current||2|
|Kms Financial Services, Inc.||Seattle, WA||Aug 2019 - Nov 2020||1|
|Cetera Advisors LLC||Denver, CO||Jan 2013 - Aug 2019||6|
|Cetera Financial Group||El Segundo, CA||Feb 2013 - Jan 2015||1|
|Cetera Advisor Networks LLC||El Segundo, CA||Feb 2013 - Jan 2015||1|
|Cetera Financial Specialists LLC||Schaumburg, IL||Feb 2013 - Jan 2015||1|
|Cetera Financial Institutions LLC||St Cloud, MN||Feb 2013 - Jan 2015||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1992|
|S65||NASAA Investment Advisors Law Examination||Apr 1992|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management9,133MILLIONS
Total Number of Accounts39,792ACCOUNTS
Average Account Value$229,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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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