William W. Bell
Professional summary
William Warren Bell, CFP® is a registered financial advisor currently at RCA ADVISORY SERVICES located in Midland, Texas and CALTON & ASSOCIATES, INC. located in Marble Falls, Texas.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. William has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 15, Series 5, Series 3, Series 7, Series 9, Series 10 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Warren Bell's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1994
Experience
July 6, 2016 - Present
RCA ADVISORY SERVICES
Office #1: 1031 Andrews Highway, Ste. 204, Midland, TX 79701June 30, 2023 - Present
CALTON & ASSOCIATES, INC.
Office #1: 1002 Marble Heights Drive Suite 101, Marble Falls, TX 78654Office #2: 1031 Andrews Highway #204, Midland, TX 79701May 29, 2018 - July 19, 2023
DOMINION INVESTOR SERVICES, INC.
November 15, 2013 - March 29, 2017
SB ADVISORY, LLC
November 15, 2013 - May 29, 2018
IFS SECURITIES
January 24, 2000 - November 19, 2013
WELLS FARGO CLEARING SERVICES, LLC
January 24, 2000 - November 19, 2013
WELLS FARGO CLEARING SERVICES, LLC
May 11, 1998 - October 12, 1999
WELLS FARGO CLEARING SERVICES, LLC
April 25, 1994 - May 11, 1998
PRINCIPAL FINANCIAL SECURITIES,INC.
March 29, 1990 - April 27, 1994
A. G. EDWARDS & SONS, INC.
November 20, 1985 - April 11, 1990
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/8/2024)
(7/9/2025)
(6/30/2023)
(6/30/2023)
(6/30/2023)
(7/6/2016)
(6/30/2023)
(1/7/2025)
Exams
Series 15
Date: 5/9/1988
Foreign Currency Options ExaminationSeries 5
Date: 5/9/1988
Interest Rate Options ExaminationSeries 8
Date: 8/23/1994
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
RCA ADVISORY SERVICES
CRD#: 281433 / SEC#:
Contact information
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.
Company Information
RCA ADVISORY SERVICES
CRD#: 281433Midland, TX 79701TRUST BUT VERIFY
Monitor William Bell
Get automatic monthly alerts on:
