Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rawles? Claim Your ProfileRawles Fulgham Bell is a financial advisor with Beacon Pointe Advisors, LLC. Rawles holds a Series 7, Series 66, and a SIE license and has been in the financial services industry for more than a decade. Rawles has experience in investment advisory, business development, asset allocation, and administration. Rawles also holds a license to sell life, accident, health and HMO insurance. Rawles has previously worked at Innovation Partners LLC and RBC Capital Markets, LLC. Rawles is based in DALLAS, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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2
TX
07/29/2022 - Present
Beacon Pointe Advisors, LLC (DALLAS TX)
NC
12/17/2020 - 01/08/2024
INNOVATION PARTNERS LLC (CHARLOTTE NC)
NC
02/20/2015 - 12/31/2018
INNOVATION PARTNERS LLC (CHARLOTTE NC)
TX
03/14/2012 - 04/16/2014
RBC CAPITAL MARKETS, LLC (DALLAS TX)
BOTH
Issued 04/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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