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Tiffany Shantel Blaho

Bell Investment Advisors Inc.

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About Tiffany Shantel Blaho

Tiffany Blaho is an investment advisor representative at Bell Investment Advisors Inc., with over 5 years of experience in the industry. Tiffany specializes in financial planning, portfolio management for businesses and individuals. Tiffany is registered to provide investment advice in California and has a Series 65 license. Tiffany previously worked for Burleson & Company, LLC in Petaluma, CA.

Firm Information

Tiffany Blaho 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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Tiffany Blaho’s Registration & Firm History

CA

07/29/2019 - Present

Bell Investment Advisors Inc. (OAKLAND CA)

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Licenses & Designations

IA

Issued 12/31/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tiffany Shantel Blaho.
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