Kevin Bell (CRD# 6456926) is an Investment Advisor Representative working at Avantax Advisory Services in Stillwater, OK and has over 8 years of experience in the finance industry.
CRD# 5534131
Transamerica Financial Advisors, Inc.
CRD# 5166654
Avantax Advisory Services
CRD# 1266819
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cochran Bell LLC | Stillwater, OK | Sep 2020 - Current | 3 |
| Avantax Insurance Agency, LLC | Stillwater, OK | Jan 2020 - Current | 4 |
| Avantax Advisory Services | Stillwater, OK | Oct 2015 - Current | 8 |
| Danny Cochran, Cpa, Pc | Stillwater, OK | Feb 2015 - Current | 9 |
| Avantax Investment Services, Inc. | Stillwater, OK | Feb 2015 - Current | 9 |
| Cooper Aerobics For Devon Energy | Dallas, TX | Jul 2014 - Feb 2015 | < 1 |
| Oilfield Plastics Inc. | Shawnee, OK | Feb 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- OK
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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