PB
Peter W. Bell
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Chico, CA 95928
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CRD#: 2378665
PB
Professional summary
Peter Wright Bell JR, CFP® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Chico, California and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Chico, California.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Peter has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
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.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Wright Bell JR'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®
Start date: 2007
Experience
Current
February 4, 2026 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 434 Broadway St. #100, Chico, CA 95928RIA
CRD#: 134139
Chico, CA
Current
February 4, 2026 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 434 Broadway St., #100, Chico, CA 95928BD
CRD#: 39543
Chico, CA
Past
December 8, 2023 - February 2, 2026
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
CHICO, CA
Past
December 7, 2023 - February 2, 2026
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
CHICO, CA
Past
January 11, 2016 - December 5, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
CHICO, CA
Past
January 11, 2016 - December 5, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
CHICO, CA
Past
April 29, 2009 - January 12, 2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RIA
CRD#: 793
CHICO, CA
Past
April 28, 2009 - January 12, 2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
CHICO, CA
Past
January 1, 2008 - April 28, 2009
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CHICO, CA
Past
January 1, 2008 - April 28, 2009
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CHICO, CA
Past
March 29, 2001 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
CHICO, CA
Past
January 31, 2001 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
CHICO, CA
Past
September 23, 1993 - January 31, 2001
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 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.RR
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
RR
Arizona(2/4/2026)
RR
California(2/4/2026)
IAR
California(2/6/2026)
RR
Colorado(2/4/2026)
RR
Hawaii(2/6/2026)
RR
Idaho(2/4/2026)
RR
Kentucky(2/4/2026)
RR
Maryland(2/4/2026)
RR
Montana(2/4/2026)
RR
Nevada(2/4/2026)
RR
North Carolina(2/4/2026)
RR
Oklahoma(2/4/2026)
RR
Oregon(2/4/2026)
RR
South Carolina(2/4/2026)
RR
Tennessee(2/4/2026)
RR
Texas(2/4/2026)
IAR
Texas(2/4/2026)
RR
Utah(2/4/2026)
RR
Virginia(2/4/2026)
RR
Washington(2/4/2026)
RR
Wyoming(2/4/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
