AB
AB

Amber Jean Bell

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
303 clients
Average Client Portfolio
$647K average
Assets Under Management
$196.1M

Fee Structure

Minimum Investment:$50K
Loading...

Location

4800 Bee Caves Road, Austin, TX, 78746

Get directions

History

Regulatory History
Clean regulatory record

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

Amber sells new fixed insurance and services term insurance contracts sold before 2017, dedicating minimal time to this activity. She is also a registered representative at B.B. Graham & Company, Inc. and spends nearly full-time as a compliance manager for Per Stirling Capital Management, LLC.

Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
January 2017 - Present · 9 yrs 1 mo
Per Stirling Capital Management, LLC
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Couch Hallum Financial Group
January 2015 - March 2017 · 2 yrs 2 mos
Securities America, INC.Broker
January 2015 - December 2016 · 1 yr 11 mos
NFP Advisor Services, LLCBroker
February 2013 - December 2014 · 1 yr 10 mos
NFP Advisor Services, LLC
February 2013 - December 2014 · 1 yr 10 mos
Couch Hallum Financial Group
March 2012 - December 2012 · 9 mos
Securities America, INC.Broker
May 2011 - January 2013 · 1 yr 8 mos
Ing Financial Partners, INC
January 2011 - April 2011 · 3 mos
Ing Financial Partners, INC.Broker
January 2011 - April 2011 · 3 mos
Ing Financial Advisers, LLC
December 2009 - January 2011 · 1 yr 1 mo
Ing Financial Advisers, LLCBroker
January 2008 - January 2011 · 3 yrs
State Registrations2 states
METX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.