Roger Bell, II
CRD Number: 4339995Current Firm: Roger R. Bell & Company, Inc.
Compensation Model: Both
Roger R. Bell & Company, Inc. is an independent financial planning and investment advisory firm based in Pulaski County, Virginia. At Roger R. Bell & Company, we are dedicated to providing professional guidance through a wide range of financial matters that pertain to our client’s overall wellbeing.
Most importantly, our goal and obligation is to place the client’s interest above that of the advisor or any other party. As a result, each of our clients are provided independent and objective planning with customized solutions.
We are devoted to helping our clients achieve the life they deserve. Here at Roger R. Bell & Company, we offer each of our clients professional services on an hourly-, project-, retainer-, or flat fee basis. Fees are pre-agreed upon prior to any planning or investment activity.
With over 42 years of experience, we are dedicated to helping you, the client. Roger R. Bell & Company was founded by Roger Bell 24 years ago. At our firm, we put our client’s needs above all else. It is important to us that due consideration be given to your personal values, beliefs, and goals, so that in conjunction with your financial capacity, you can successfully achieve the life you deserve.
Our ultimate goal is to provide you with a substantial peace of mind. We revolve our services upon your financial goals and meet with you according to your unique needs with hourly-, project-, retainer-, or flat fee meetings. Learn more about our process.
CRD# 1292788
4 Seasons Advisors
CRD# 6976437
Olio Financial Planning
CRD# 4984458
Osaic Institutions, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Roger R Bell & Co, Inc. | Pulaski, VA | Jan 1992 - Current | 32 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
- VA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Other
VA
Roger R. Bell & Company, Inc. is a Registered Investment Advisory firm based in
Pulaski County, Virginia and regulated by the Commonwealth of Virginia. We
serve a diverse client base throughout the Greater New River and Roanoke
Valleys and Southwest Virginia. Roger R. Bell & Company, Inc. is an
independent, fee-based financial planning and investment advisory firm which
provides a wide range of professional advisory services to clients on an hourly
project-,retainer-, or flat fee basis. The Company does not provide accounting,
legal, or real estate services in-house but collaborates with trusted professionals
to ensure that its customers’ needs are appropriately addressed.
Roger R. Bell & Company and its representatives are in compliance with the
current registration and notice requirements imposed upon registered investment
advisors by those states in which Roger R. Bell & Company, Inc. maintains
clients. The Company may transact business only in those states in which it is
notice filed, or qualifies for an exemption or exclusion from notice filing requirements. The firm is locally owned and independent of any other brokerage, mutual fund, banking or insurance company.
Protection of client privacy is very important to the Company. We view protection
of our customers’ private information as a top priority and, pursuant to the
requirements of the Gramm-Leach-Bliley Act, the Company has instituted
policies and procedures to ensure that customer information is kept private and
secure. We are committed to protecting the privacy and confidentiality of the
personal and financial information we gather about our clients.
Accordingly, Roger R. Bell & Company, Inc. does not disclose any nonpublic
personal information about its customers or former customers to any non-
affiliated third parties, except as permitted by law. In the course of servicing a client’s account, we may share some information with service providers, such as transfer agents, custodians of funds, broker dealers, accountants, and lawyers.
The Company restricts internal access to nonpublic personal information about the client to those employees who need to know that information or to provide
products or services to the client. As noted above, the Company’s policy has
always been and will be to never sell in formation about current or former
customers or their accounts to anyone. It is also the Company’s policy not to
share information unless required to process a transaction, at the request of a
customer, or as required by law.
Additional Disclosure
With regard to investments, past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by the adviser), or product made reference to directly or indirectly on this website, or
indirectly via hyperlink to any affiliated third-party website, will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio. Please note that different types of investments involve varying degrees of risk, and
there can be no assurance that any specific investment will either be suitable for profitable for a client's investment portfolio. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.
All written content on this site is for information purposes only. Opinions
expressed herein are solely those of Roger R. Bell, II, President, Roger R. Bell &
Company, Inc. Material presented is believed to be from reliable sources and we
make no representations as to its accuracy or completeness. All information and
ideas should be discussed in detail with your individual advisor prior to
implementation. Links to other sites endorsing a stock or an investment should
not be construed to be a recommendation of that stock or investment by Roger
R. Bell & Company, Inc. The presence of this web site on the Internet shall in no
direct or indirect way be construed or interpreted as a solicitation to sell or offer
to sell financial planning and investment advisory services to any residents of any
state other other than the Commonwealth of Virginia or where otherwise legally permitted. ...END
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.