MB
MB

Maria Bell

3 Years of Experience

Maria Bell is a registered investment advisor at Human Investing, based in Lake Oswego, OR, with 3 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,111 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
IM Fee
Planning only
Assets Under Management
$1.9B
Loading...

Location

6000 Meadows Rd, Suite 105, Lake Oswego, OR, 97035

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 Activities

Maria works as a wedding coordinator at St. Patrick Catholic Church and as a consultant for Beautycounter, an online retailer of beauty products. Both activities require minimal time and are not investment-related.

Employment History
Current Registrations
Human Investing
April 2022 - Present · 4 yrs
State Registrations1 state
OR
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.