DB
ChFC
DB
ChFC

Deborah Bell

32 Years of Experience
Abilene, TX
Sells Insurance

Deborah Bell is a ChFC-designated registered investment advisor at Endeavor Advisors, LLC, based in Abilene, TX, with 32 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 129 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
129 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$176.9M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)

Endeavor Advisors' portfolio management fees range from 0.30% to 1.50% of the value of your portfolio per year, deducted monthly. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with the firm. Some clients acquired through a merger in 2023 will continue under their prior fee arrangement, with fees paid quarterly in advance.

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Location

406 Lone Star Dr, Abilene, TX, 79602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Deborah is a licensed insurance agent in Texas since 1981. This investment-related activity requires minimal time.

Employment History
Current Registrations
Endeavor Advisors, LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Frontier Financial Partners, LLC
May 2008 - December 2010 · 2 yrs 7 mos
Compass Financial Strategies, INC.
June 2005 - May 2023 · 17 yrs 11 mos
Next Financial Group, INC.
August 2004 - July 2005 · 11 mos
Jefferson Pilot Securities CORP
October 1993 - August 2004 · 10 yrs 10 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.