Charles C. Bell

WEALTH MANAGEMENT INSTITUTE LTD.

Frederick, MD

Some features on this profile are disabled

CRD#: 2212340

Professional summary

Charles Cameron Lewis Bell, CFP®, who also goes by C Cameron Bell, Charles Cameron Bell, Charles Cameronlewis Bell, is a registered financial advisor currently at WEALTH MANAGEMENT INSTITUTE LTD. located in Frederick, Maryland and OSAIC WEALTH, INC. located in Frederick, Maryland.

Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Charles has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Insurance Planning

Employee and Employer Plan Ben...

Tax Planning

Estate Planning

Business Succession Planning

Health Care

Retirement Income Management

Are you a "fiduciary"?

Yes

Aliases

C Cameron Bell | Charles Cameron Bell | Charles Cameronlewis Bell

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.

1.) INVESTMENT ADVISORY SERVICES OFFERED THROUGH WEALTH MANAGEMENT INSTITUTE, LTD (A MARYLAND-REGISTERED INVESTMENT ADVISER NOT AFFILIATED WITH AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.) AS AN INVESTMENT ADVISER REPRESENTATIVE; 2.) INSURANCE PRODUCTS OFFERED AS AN INDEPENDENT INSURANCE AGENT;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Cameron Lewis Bell's 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

Start date: 1999

Experience

Current

March 24, 2022 - Present

WEALTH MANAGEMENT INSTITUTE LTD.

RIA

CRD#: 119699

Frederick, MD

Current

October 11, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 3534 Urbana Pike, Ste. E, Frederick, MD 21704

RIA

CRD#: 23131

Frederick, MD

Past

May 1, 2015 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

Frederick, MD

Past

September 28, 1994 - May 4, 2015

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

ADAMSTOWN, MD

Past

August 30, 1994 - May 4, 2015

FSC SECURITIES CORPORATION

CRD#: 7461

ADAMSTOWN, MD

Past

December 3, 1993 - August 26, 1994

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

October 25, 1993 - November 8, 1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

October 25, 1993 - November 8, 1993

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

March 23, 1992 - October 1, 1993

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(10/11/2024)

California
(10/11/2024)

Colorado
(10/11/2024)

Connecticut
(10/11/2024)

Delaware
(10/11/2024)

District of Columbia
(10/11/2024)

Florida
(10/11/2024)

Georgia
(10/11/2024)

Illinois
(10/11/2024)

Indiana
(10/11/2024)

Kentucky
(10/11/2024)

IAR

Maryland
(3/24/2022)

Maryland
(10/11/2024)

Massachusetts
(10/11/2024)

New Jersey
(10/11/2024)

New Mexico
(10/11/2024)

North Carolina
(10/11/2024)

Ohio
(10/11/2024)

Pennsylvania
(10/11/2024)

South Carolina
(10/11/2024)

Texas
(10/11/2024)

Virginia
(10/11/2024)

Washington
(10/11/2024)

West Virginia
(10/11/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/5/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/9/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/9/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/3/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

WEALTH MANAGEMENT INSTITUTE LTD.

CHARLES CAMERON BELL | WEALTH MANAGEMENT INSTITUTE LTD.

CRD#: 119699 / SEC#:

Maryland

Registered Investment Advisory firm - (8/14/1992 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Frederick, MD

Mailing Address

Phone number

(301) 926-7276

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	171
AUM (Assets Under Management)	$ 33,842,779

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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Charles C. Bell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Cameron Lewis Bell's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

AVANTAX INVESTMENT SERVICES, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/5/1994

Series 63

Date: 3/9/1992

SIE

Date: 10/1/2018

Series 7

Date: 8/10/1993

Series 6

Date: 3/9/1992

Series 24

Date: 1/3/2000

FINRA

Current Firm

WEALTH MANAGEMENT INSTITUTE LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT INSTITUTE LTD.

TRUST BUT VERIFY

Contact information

Similar Advisors