James Bell, financial advisor Spokane WA

James Bell

CRD 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 32 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Spokane, WA Jun 2024 - Current < 1
Securities America, Inc. Spokane, WA Nov 2020 - Current 3
Arbor Point Advisors Spokane, WA Nov 2020 - Current 3
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
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 James E. Bell
Phone Number: 888-777-1992
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    6,930
    MILLIONS
  • Total Number of Accounts
    28,010
    ACCOUNTS
  • Average Account Value
    $247,396
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)
  • Educational seminars/workshops
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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