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DB

Debra S. Bell

SELKIRK WEALTH ADVISORS
Spokane, WA 99203
Some features on this profile are disabled
CRD#: 2260690
DB

Professional summary


Debra Sue Bell, who also goes by Debra Mccabe Bell, Debra Sue Mccabe, Debra Mccabe, is a registered financial advisor currently at SELKIRK WEALTH ADVISORS, LLC located in Spokane, Washington.

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

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Debra Mccabe Bell | Debra Sue Mccabe | Debra Mccabe

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. Independent Insurance Agent, Sole Proprietor, Start: 01/1994, 1403 S. Grand Blvd. Suite 202N Spokane, WA 99203, Insurance Agency/Agent, Sale of LTC & Disability insurance, Not Investment related, 1 hour per month, 0 hours per day during trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Debra Sue 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®
None

Experience


Current

December 1, 2022 - Present

SELKIRK WEALTH ADVISORS, LLC

Office #1: 1403 S. Grand Blvd. Suite 202n, Spokane, WA 99203
RIA
CRD#: 173605
Spokane, WA
Past

September 26, 2016 - December 31, 2022

MUTUAL ADVISORS, LLC

RIA
CRD#: 167658
Spokane, WA
Past

September 26, 2016 - December 31, 2022

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
Spokane, WA
Past

September 23, 2004 - September 26, 2016

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
SPOKANE, WA
Past

November 3, 1994 - September 26, 2016

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SPOKANE, WA
Past

January 27, 1994 - November 10, 1994

SWBC INVESTMENT COMPANY

BD
CRD#: 28861
Past

September 8, 1992 - January 11, 1994

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 8, 1992 - January 11, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
SW
SELKIRK WEALTH ADVISORS, LLC
SELKIRK WEALTH ADVISORS, LLC

CRD#: 173605 / SEC#: 801-123621

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
Idaho
Registered Investment Advisory firm - (4/18/2022 Terminated)
Washington
Registered Investment Advisory firm - (5/11/2022 Terminated)

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
Idaho
(12/2/2022)
IAR
Washington
(12/1/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/23/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SW
SELKIRK WEALTH ADVISORS, LLC
SELKIRK WEALTH ADVISORS, LLC

CRD#: 173605 / SEC#: 801-123621

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
Idaho
Registered Investment Advisory firm - (4/18/2022 Terminated)
Washington
Registered Investment Advisory firm - (5/11/2022 Terminated)
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Contact information


Main Address
203 N Washington St Suite 203, Spokane, WA 99201
Mailing Address
Phone number
(509) 270-2886
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SELKIRK WEALTH ADVISORS ADV PART 2A JUNE 2025 (7/1/2025)

Regulatory assets under management


Total Number of Accounts601
AUM (Assets Under Management)$ 207,073,288

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


SELKIRK WEALTH ADVISORS, LLC

CRD#: 173605Spokane, WA 99203

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