Victor Bell is a registered investment advisor, based in Canonsburg, PA, with 30 years of industry experience.
Location
160 E Pike St, Canonsburg, PA, 15317
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Victor works as a wealth manager for CWM, LLC DBA Carson Group Partners and Washington Financial, spending full-time hours at each. He also sells life insurance, annuities, and long-term care as an insurance agent, dedicating minimal time to this activity, and is the president of Cornerstone Care, a federally qualified health center, spending minimal time on this as well. Victor is also the owner of RBV Wealth Management, LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Parker/hunter IncorporatedBroker
State Registrations15 states
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.