Robert M. Bell

MARK BELL ADVISORY SERVICES

CHICAGO, IL 60611

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CRD#: 1284013

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.

Question & Answer

Do you have an area of expertise or specialization?

Investment Advice with Ongoing...

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Mark Bell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

March 31, 2006 - Present

MARK BELL ADVISORY SERVICES, INC.

Office #1: 401 N Michigan Ave Suite 1200, Chicago, IL 60611

RIA

CRD#: 107114

CHICAGO, IL

Past

July 26, 1984 - November 5, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARK BELL ADVISORY SERVICES, INC.

MARK BELL & ASSOCIATES INC | MARK BELL ADVISORY SERVICES, INC. | MARK BELL & ASSOCIATES, INC.

CRD#: 107114 / SEC#: 801-38031

RIA

Registered Investment Advisory firm - (12/10/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 6/12/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/15/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/21/1984

General Securities Representative Examination

Current Firm

MARK BELL ADVISORY SERVICES, INC.

MARK BELL & ASSOCIATES INC | MARK BELL ADVISORY SERVICES, INC. | MARK BELL & ASSOCIATES, INC.

CRD#: 107114 / SEC#: 801-38031

RIA

Registered Investment Advisory firm - (12/10/1990 Approved)

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Contact information

Main Address

401 N Michigan Ave Suite 1200, Chicago, IL 60611

Mailing Address

Phone number

(312) 840-8265

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	110
AUM (Assets Under Management)	$ 139,727,929

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert M. Bell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Mark Bell's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARK BELL ADVISORY SERVICES, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

Primary Firm SEC Registration

MARK BELL ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/1996

Series 63

Date: 8/15/1984

Series 7

Date: 7/21/1984

Current Firm

MARK BELL ADVISORY SERVICES, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARK BELL ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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