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James Frederick Bell

Bell Investment Advisors Inc.

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About James Frederick Bell

James Frederick Bell is a financial advisor registered with the state of California. Bell is a Certified Financial Planner and has over 30 years of experience in the financial services industry. James is currently affiliated with Bell Investment Advisors Inc., and previously worked at IFG Network Securities, Inc., Planned Investments Inc., First Affiliated Securities, Inc., PFG Securities, Inc., FPI Securities, Inc., Anchor National Financial Services, Inc., and Cypres, Ross and Associates, Inc. James's specializations include financial planning, portfolio management for individuals and businesses, and career counseling.

Firm Information

James Bell 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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James Bell’s Registration & Firm History

CA

01/01/2025 - Present

Bell Investment Advisors Inc. (OAKLAND CA)

GA

12/17/1992 - 07/02/1996

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

GA

01/17/1991 - 12/31/1992

PLANNED INVESTMENTS INC. (ATLANTA GA)

CA

08/25/1989 - 12/19/1990

FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)

NA

12/21/1987 - 08/25/1989

PFG SECURITIES, INC.

NA

10/15/1985 - 01/14/1988

FPI SECURITIES, INC.

NA

07/16/1985 - 10/14/1985

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

NA

08/21/1984 - 03/12/1985

CYPRES, ROSS AND ASSOCIATES, INC.

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Licenses & Designations

BC

Issued 12/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Frederick Bell.
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