PB
CFP
PB
CFP
Peter Bell is a CFP-designated registered investment advisor, based in San Diego, CA, with 32 years of industry experience.
Location
San Diego, CA
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Regulatory History (2)
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Customer Dispute
November 2022Denied
Customer Dispute
January 2009Denied
Other Business ActivitiesSells Insurance
Peter sells fixed insurance products with various companies since 1992 and solicits fixed insurance business with KNA West since 2016, dedicating minimal time and about 10-20% of his time, respectively. He also owns and runs Liberty Bell Financial Group, a financial planning and brokerage services firm, dedicating about half his time.
Employment History
Current Registrations
Cambridge Investment Research, INC.
February 2026 - Present · 3 mos
Cambridge Investment Research Advisors, INC.
February 2026 - Present · 3 mos
Cambridge Investment Research, INC.Broker
February 2026 - Present · 3 mos
Previous Registrations
Cetera Investment Advisers LLC
December 2023 - February 2026 · 2 yrs 2 mos
Cetera Wealth Services, LLCBroker
December 2023 - February 2026 · 2 yrs 2 mos
LPL Financial LLCBroker
January 2016 - December 2023 · 7 yrs 11 mos
LPL Financial LLC
January 2016 - December 2023 · 7 yrs 11 mos
Stifel, Nicolaus & Company, Incorporated
April 2009 - January 2016 · 6 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
April 2009 - January 2016 · 6 yrs 9 mos
Wachovia Securities, LLC
January 2008 - April 2009 · 1 yr 3 mos
Wachovia Securities, LLCBroker
January 2008 - April 2009 · 1 yr 3 mos
A. G. Edwards & Sons, INC.
March 2001 - January 2008 · 6 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
January 2001 - January 2008 · 7 yrs
PFS Investments INC.Broker
September 1993 - January 2001 · 7 yrs 4 mos
State Registrations19 states
AZCACOHIIDKYMDMTNCNVOKORSCTNTXUTVAWAWY
AdvisorBrokerBoth
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.