MB
MB
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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
10400 NE 4th St., Suite 400, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2009Denied
Employment History
Current Registrations
D.A. Davidson & CO.
November 2002 - Present · 23 yrs 10 mos
D.A. Davidson & CO.Broker
September 1998 - Present · 28 yrs
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.