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Brian Ray Baylis

Bell Investment Advisors Inc.

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About Brian Ray Baylis

Brian Ray Baylis is an investment advisor representative with Bell Investment Advisors Inc. located in Oakland, California. Brian has been in the industry since 2004 and has a Series 63, Series 65, and Series 26 license. Brian has experience working with individuals, businesses, pension and profit sharing plans, and charitable organizations. Brian specializes in portfolio management for individuals and businesses, financial planning, and career counseling.

Firm Information

Brian Baylis is currently registered with Bell Investment Advisors Inc.. Bell Investment Advisors Inc. is an investment advisor based in Oakland, CA with $644,537,129 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. Bell Investment Advisors Inc. also offers career counseling as an advisory service.
Bell Investment Advisors Inc.

1111 BROADWAY

OAKLAND, CA 94607-4007

$644.54M

Assets Under Management

1

Total Clients

11

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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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.

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career counseling

Career counseling

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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Brian Baylis’s Registration & Firm History

CA

06/05/2007 - Present

Bell Investment Advisors Inc. (OAKLAND CA)

CA

11/02/2004 - 04/09/2007

FARMERS FINANCIAL SOLUTIONS, LLC (PLEASANTON CA)

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Licenses & Designations

IA

Issued 06/04/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/01/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Ray Baylis.
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