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Owner, President, Financial Advisor, and Financial Planner · Bell Investment Advisors Inc

Forrest R. Bell

CRD 5096390 · Named on Form ADV at one SEC-registered adviser

At a glance

Bell Investment Advisors Inc, an SEC-registered wealth manager based in Orinda, CA with $788 million in regulatory assets, lists Forrest R. Bell on its Form ADV as Owner, President, Financial Advisor, and Financial Planner, a control person.

Firms and roles

  • Bell Investment Advisors IncOwner, President, Financial Advisor, and Financial PlannerWealth manager · Orinda, CA · $788M in regulatory assets

AtlasMembers

Forrest’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Forrest’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.