NB
NB
Nathan Bell
17 Years of Experience
The Woodlands, TX
1 DisclosureBroker
Nathan Bell is a registered investment advisor at Raymond James & Associates, INC., based in The Woodlands, TX, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...
Location
1780 Hughes Landng Blvd., Suite 375, The Woodlands, TX, 77380
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.
Judgment / Lien
August 2017Employment History
Current Registrations
Raymond James & Associates, INC.
April 2016 - Present · 10 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
November 2008 - May 2016 · 7 yrs 6 mos
Wells Fargo Advisors, LLCBroker
August 2008 - May 2016 · 7 yrs 9 mos
State Registrations15 states
ARAZCODCFLIDINLANCNHOHSDTXVAWA
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.