Matthew Bell
Matthew Bell is a registered investment advisor at Cetera Investment Advisers LLC, based in McKinney, TX, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
McKinney, TX
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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
Matthew is involved in several businesses, including True North Financial Solutions as an annuity consultant (about a quarter of his time), selling fixed insurance products with various companies (a few hours per week), and owning Bell Annuity Concierge (about a quarter of his time). He also has a minority ownership in Maverick Agency Consultants, a property and casualty insurance agency, but has no duties there.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Jefferson Pilot Securities CorporationBroker
Liberty Life Securities LLCBroker
National Planning CorporationBroker
State Registrations4 states
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