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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugenia? Claim Your ProfileEugenia Lathan-churchill is an Investment Advisor Representative with Bell Investment Advisors Inc., an investment firm based in Oakland, CA. Eugenia has been in the industry since September 2011 and holds the Series 65 license. Eugenia is registered with the state of California to provide investment advice. Bell Investment Advisors Inc. specializes in providing financial planning services to individuals, businesses, and charitable organizations. The firm's clients include corporations, high-net-worth individuals, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Career counseling
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.
A percentage of the total value of assets under management is charged.
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CA
10/19/2021 - Present
Bell Investment Advisors Inc. (OAKLAND CA)
IA
Issued 09/26/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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