Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bell is a registered investment advisor representative associated with Rockport Wealth Advisors. Thomas has been working in the financial industry since June 2014. Thomas holds the Series 65 license. Thomas is registered in Ohio. Rockport Wealth Advisors is a firm based in Fairview Park, OH. The firm has 9 investment advisor representatives and 4 licensed agents. The firm manages approximately $513,650,570 in assets under management. The firm offers advisory services in the areas of portfolio management for individuals and businesses, financial planning, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consultation 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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OH
02/03/2025 - Present
Rockport Wealth Advisors (FAIRVIEW PARK OH)
Active
Inactive
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