Allina Bell
Allina Bell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lagrange, GA, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
200 Broad Street, Lagrange, GA, 30240
Get directionsHistory
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
Allina is an associate/employee of Capital Investment Services, an affiliate of a branch support company, dedicating about half her time. She also holds insurance licenses through Oakbridge Insurance Agency and dedicates minimal time to this, and owns Spring Creek Farm, an equestrian boarding and lesson facility, dedicating about a quarter of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Crown Capital Securities, L.P.Broker
State Registrations12 states
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.