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Amber Jean Bell

PER Stirling Capital Management, LLC

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About Amber Jean Bell

Amber Bell is a registered investment advisor with Per Stirling Capital Management, LLC. Amber has been in the financial services industry since 2008. Amber specializes in portfolio management for individuals and businesses and offers financial planning services. Amber has experience with multiple firms in the industry including Securities America, Inc., NFP Advisor Services, LLC, ING Financial Partners, Inc., and ING Financial Advisors, LLC. Amber is licensed to provide investment advisory services in Maine and Texas.

Firm Information

Amber Bell is currently registered with PER Stirling Capital Management, LLC. PER Stirling Capital Management, LLC is an investment advisor registered with the SEC and located in Austin, TX. The firm manages approximately $1 billion - $10 billion in assets for a range of clients, including individuals, corporations, charitable organizations, and high-net-worth individuals. PER Stirling provides portfolio management services, financial planning, and selection of other advisors.
PER Stirling Capital Management, LLC

4800 BEE CAVES ROAD

AUSTIN, TX 78746

$1.21B

Assets Under Management

70

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Promoter fees

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Amber Bell’s Registration & Firm History

TX

01/05/2017 - Present

PER Stirling Capital Management, LLC (AUSTIN TX)

TX

01/15/2015 - 12/31/2016

SECURITIES AMERICA, INC. (AUSTIN TX)

TX

02/07/2013 - 12/22/2014

NFP ADVISOR SERVICES, LLC (AUSTIN TX)

TX

05/04/2011 - 01/11/2013

SECURITIES AMERICA, INC. (AUSTIN TX)

TX

01/03/2011 - 04/26/2011

ING FINANCIAL PARTNERS, INC. (AUSTIN TX)

TX

01/04/2008 - 01/03/2011

ING FINANCIAL ADVISERS, LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 11/20/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2008

Series 7 - General Securities Representative Examination

BC

Issued 01/03/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amber Jean Bell.
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