Robert Mark Bell
CFP®Professional Summary
Robert Mark Bell, CFP® is a registered financial advisor currently at MARK BELL ADVISORY SERVICES, INC. located in Chicago, Illinois. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Robert has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
MARK BELL & ASSOCIATES INC | MARK BELL ADVISORY SERVICES, INC. | MARK BELL & ASSOCIATES, INC.
Contact Information
Main Address
401 N Michigan Ave Suite 1200, Chicago, IL 60611Phone Number
(312) 840-8265# of Employees
1SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
90AUM (Assets Under Management)
$138,197,606Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
MARK BELL & ASSOCIATES INC | MARK BELL ADVISORY SERVICES, INC. | MARK BELL & ASSOCIATES, INC.
State Registrations and Notice Filings
(3/31/2006)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Mark Bell's CRS (Customer Relationship Summary).
Services Offered by Robert
- Investment Management
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