Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles William Bell is a financial advisor registered with Calton & Associates, Inc.. Charles has been in the financial services industry since December 24, 1986. Before joining Calton & Associates, Inc., Charles was employed at Dominion Investor Services, Inc., SWS Financial Services and Rauscher Pierce Refsnes, Inc.. Charles holds the Series 7, Series 63, and SIE licenses. Charles is registered in North Carolina and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/30/2023 - Present
Calton & Associates, Inc. (Houston TX)
TX
04/14/2004 - 07/19/2023
DOMINION INVESTOR SERVICES, INC. (HOUSTON TX)
TX
07/14/1995 - 03/09/2004
SWS FINANCIAL SERVICES (DALLAS TX)
TX
02/26/1987 - 08/03/1995
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
11/20/1986 - 03/03/1987
TEXAS COMMERCE BROKERAGE COMPANY
BC
Issued 03/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Bell is the right advisor for you? Invested Better is here to help.
