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Bruce Robert Bell

PFS Investments Inc.

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About Bruce Robert Bell

Bruce Robert Bell is a financial advisor with over 17 years of experience in the financial services industry. Bruce Bell is registered as a Registered Representative in the state of California and is also a Registered Investment Advisor. Bruce Bell is currently employed by PFS Investments Inc., a company that has over 3500 employees and manages over $8 billion in client assets. Bruce Bell is also a registered representative with Primerica Financial Services. Bruce Bell specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, businesses, and charitable organizations.

Firm Information

Bruce Bell is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

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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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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percentage of assets

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

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Bruce Bell’s Registration & Firm History

CA

07/10/2024 - Present

PFS Investments Inc. (CONCORD CA)

CA

10/27/2005 - 07/16/2007

WORLD GROUP SECURITIES, INC. (ELK GROVE CA)

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Licenses & Designations

IA

Issued 06/22/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/05/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/13/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Robert Bell.
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