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Robert Mark Bell

Mark Bell Advisory Services, Inc.

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About Robert Mark Bell

Robert Mark Bell is an Investment Advisor Representative with Mark Bell Advisory Services, Inc., a Registered Investment Adviser firm headquartered in Chicago, Illinois. Robert Mark Bell is also a Certified Financial Planner. Robert Mark Bell has been with the firm since October of 2002. Robert Mark Bell has been in the securities industry since 1984.

Firm Information

Robert Bell is currently registered with Mark Bell Advisory Services, Inc.. Mark Bell Advisory Services, Inc. is a registered investment advisor located in Chicago, Illinois. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. The firm manages approximately $129.1 million in assets for 121 clients.
Mark Bell Advisory Services, Inc.

401 N MICHIGAN AVE

CHICAGO, IL 60611

$129.13M

Assets Under Management

Not reported

Total Clients

1

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 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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Robert Bell’s Registration & Firm History

IL

03/31/2006 - Present

Mark Bell Advisory Services, Inc. (CHICAGO IL)

NA

07/26/1984 - 11/05/1985

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

IA

Issued 06/12/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Mark Bell.
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