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Michael Bell
30 Years of Experience
Bellevue, WA
1 DisclosureBroker
Michael Bell is a registered investment advisor at D.A. Davidson & CO., based in Bellevue, WA, with 30 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
695 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
One-Time Plan:$1,500 - $15,000
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Location
10400 NE 4th St., Suite 400, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2009Denied
Employment History
Current Registrations
D.A. Davidson & CO.
November 2002 - Present · 23 yrs 11 mos
D.A. Davidson & CO.Broker
September 1998 - Present · 28 yrs 1 mo
Previous Registrations
Piper Jaffray INC.Broker
October 1995 - October 1998 · 3 yrs
State Registrations24 states
ALAZCACODCFLHIIDILMAMIMNMTNCNDNJNVNYORTXUTVAWAWI
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.
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