RB
RB

Roger Bell

23 Years of Experience
Pulaski, VA

Roger Bell is a registered investment advisor at Roger R. Bell & CO., INC., based in Pulaski, VA, with 23 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 27 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
27 clients
Average Client Portfolio
Not specified

Fee Structure

Roger R. Bell & Company, Inc. does not manage client assets. They provide advice and implementation services, but clients are responsible for executing their own trades.

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Location

Pulaski, VA

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Roger R. Bell & CO., INC.
January 2005 - Present · 21 yrs 4 mos
Previous Registrations
Investors Security Company, INC.
January 2004 - January 2005 · 1 yr
Next Financial Group, INC.
June 2002 - December 2003 · 1 yr 6 mos
State Registrations1 state
VA
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.