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William Henry Martin

Three Bell Capital LLC

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About William Henry Martin

William Henry Martin is a Registered Investment Advisor representative at Three Bell Capital LLC. William has been in the industry for over 30 years and has experience with multiple firms. William has successfully completed the Securities Industry Essentials (SIE) exam, General Securities Representative (Series 7) exam, and Uniform Securities Agent State Law Examination (Series 63) exam.

Firm Information

William Martin is currently registered with Three Bell Capital LLC. Three Bell Capital LLC is a Dallas, TX-based investment advisor registered with the SEC. The firm, which was formed sometime in the past, manages approximately $1 billion to $10 billion in assets, with approximately $3.3 billion under management as of the most recent report. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and educational seminars. The firm also offers other services, including estate planning, tax planning, insurance planning, and lending. Three Bell Capital's client base consists of high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles.
Three Bell Capital LLC

1925 CEDAR SPRINGS ROAD

DALLAS, TX 75201

$3.30B

Assets Under Management

Not reported

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, tax planning, insurance planning, lending

Estate planning, tax planning, insurance planning, lending

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Third party

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William Martin’s Registration & Firm History

TX

04/17/2017 - Present

Three Bell Capital LLC (DALLAS TX)

IL

10/12/2016 - 09/20/2017

GREAT POINT CAPITAL LLC (CHICAGO IL)

CA

10/01/1996 - 04/11/2016

AMERICAN CENTURY INVESTMENT SERVICES INC. (MOUNTAIN VIEW CA)

NA

01/10/1990 - 10/01/1996

THE BENHAM GROUP

MO

06/02/1987 - 05/25/1989

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NA

04/30/1987 - 08/17/1987

PRUCO SECURITIES CORPORATION

NA

02/18/1987 - 02/27/1987

ALLIED CAPITAL GROUP, INC.

NA

09/26/1986 - 02/21/1987

DUNHILL INVESTMENTS LTD.

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Licenses & Designations

BC

Issued 08/02/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Henry Martin.
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