Financial ADVSR advisor directory · SEC adviser records
Bell Investment Advisors Inc. financial advisors in Orinda, CA
Every SEC-registered investment adviser representative at a Bell Investment Advisors Inc. office in Orinda, A to Z.
The short answer
7 registered advisors work at Bell Investment Advisors Inc. in Orinda, out of 7 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Bell Investment Advisors Inc. advisors in Orinda, A to Z
Every Bell Investment Advisors Inc. advisor →- Brian R. BaylisInvestment adviser rep
- Forrest R. BellInvestment adviser rep
- Heidi A. CrawfordInvestment adviser rep
- Laurent J. HarrisonInvestment adviser rep
- Ryan E. KelleyChartered Financial Analyst
- Sarah R. LeimenstollInvestment adviser rep
- Corinna RoseInvestment adviser rep
Bell Investment Advisors Inc. advisors in every city and state →Bell Investment Advisors Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Orinda
All Orinda advisors →Morgan Stanley 23Penserra Capital Management LLC 7Wespac Advisors, LLC 7Penserra Global Investors LLC 6Wells Fargo Advisors Financial Network, LLC 6Ameriprise Financial Services, LLC 5Naylor & Company 4Osaic Wealth, Inc. 3Penserra Wealth Management 3
Questions
How many financial advisors does Bell Investment Advisors Inc. have in Orinda?
7 investment adviser representatives are registered at Bell Investment Advisors Inc. offices in Orinda, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Bell Investment Advisors Inc. one of the largest advisor employers in Orinda?
Bell Investment Advisors Inc. ranks number 2 in Orinda by registered advisors; Morgan Stanley has the most, with 23.
How do I check a Bell Investment Advisors Inc. advisor in Orinda?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bell Investment Advisors Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.