Victor D Bell | Financial Professional | Canonsburg, Pennsylvania

Professional summary

Victor D Bell is a registered financial advisor currently at CWM, LLC located in Canonsburg, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Canonsburg, Pennsylvania.

Victor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Victor has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: WEALTH MANAGER START DATE: 4/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFERING AND SERVICE FEE BASED ADVISORY ACCOUNTS THROUGH THE CARSON GROUP PLATFORM 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2019 APX NUMBER OF HOURS PER WEEK: 2.5 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG-TERM CARE 3. NAME OF OTHER BUSINESS: WASHINGTON FINANCIAL - UNDER PROGRAM MARKETING NAME WEALTH MANAGEMENT SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: WEALTH MANAGER START DATE: 1/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFERING AND SERVICE FEE BASED ADVISORY ACCOUNTS THROUGH THE CARSON GROUP PLATFORM 4. NAME OF OTHER BUSINESS: CORNERSTONE CARE INVESTMENT RELATED: NO ADDRESS: 7 GLASSWORKS ROAD, GREENSBORO, PA 15338 NATURE OF BUSINESS: FEDERALLY QUALIFIED HEALTH CENTER (FQHC) START DATE: 2000 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: OVERSEE BOARD COMMITTEES, LEAD AND DIRECT MONTHLY BOARD MEETINGS, OVERSEE EXECUTIVE COMMITTEE, DIRECTLY INVOLVED WITH EXECUTIVE COMMITTEE, ANNUAL REVIEW OF CEO, BOARD MONITORS FINANCIAL AND STRATEGIC PLANS; 5. NAME OF OTHER BUSINESS: RBV WEALTH MANAGEMENT, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 07/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 8, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor D 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

April 2, 2019 - Present

CWM, LLC

Office #1: 160 E Pike St, Canonsburg, PA 15317Office #2: 380 Southpointe Blvd Suite #200, Canonsburg, PA 15317

RIA

CRD#: 155344

Canonsburg, PA

Current

April 2, 2019 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 380 Southpointe Blvd Suite 200, Canonsburg, PA 15317

BD

CRD#: 13572

CANONSBURG, PA

Past

March 14, 2012 - April 8, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

CANONSBURG, PA

Past

March 14, 2012 - April 8, 2019

LPL FINANCIAL LLC

BD

CRD#: 6413

CANONSBURG, PA

Past

September 18, 2009 - March 22, 2012

WALNUT STREET SECURITIES, INC.

RIA

CRD#: 15840

CANONSBURG, PA

Past

July 20, 2007 - October 17, 2007

WALNUT STREET SECURITIES, INC.

RIA

CRD#: 15840

CANONSBURG, PA

Past

August 1, 2003 - March 22, 2012

WALNUT STREET SECURITIES, INC.

BD

CRD#: 15840

CANONSBURG, PA

Past

April 22, 1999 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

BD

CRD#: 8503

NEW YORK, NY

Past

May 10, 1995 - April 22, 1999

PARKER/HUNTER INCORPORATED

BD

CRD#: 7324

PITTSBURGH, PA

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".

CL

CWM, LLC

CRD#: 155344 / SEC#: 801-72037

RIA

Registered Investment Advisory firm - (1/3/2011 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

Alabama
(4/2/2019)

RR

Delaware
(4/2/2019)

RR

Florida
(4/2/2019)

RR

Georgia
(4/2/2019)

RR

Maryland
(4/2/2019)

RR

Massachusetts
(4/2/2019)

RR

Michigan
(4/2/2019)

RR

North Carolina
(4/2/2019)

RR

Ohio
(4/2/2019)

RR

Pennsylvania
(4/2/2019)

IAR

Pennsylvania
(4/2/2019)

RR

South Carolina
(4/2/2019)

IAR

Texas
(4/2/2019)

RR

Texas
(10/27/2020)

RR

Virginia
(4/2/2019)

RR

West Virginia
(4/2/2019)

RR

Wisconsin
(10/27/2020)

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: 6/24/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 5/17/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 5/9/1995

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

CL

CWM, LLC

CRD#: 155344 / SEC#: 801-72037

RIA

Registered Investment Advisory firm - (1/3/2011 Approved)

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Contact information

Main Address

14600 Branch St., Omaha, NE 68154

Mailing Address

Phone number

(402) 330-0808

Established

Firm type

Fiscal year end

# of Employees

1,314

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWM, LLC ADV PART 2A (7/9/2025)

CWM, LLC APPENDIX WRAP PROGRAM (5/8/2025)

Regulatory assets under management

Total Number of Accounts	124,944
AUM (Assets Under Management)	$ 33,775,526,748

Red Flags

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

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Firm Stability Insights

Victor D. Bell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor D Bell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

PARKER/HUNTER INCORPORATED

Primary Firm SEC Registration

CWM, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/24/1998

Series 63

Date: 5/17/1995

SIE

Date: 10/1/2018

Series 7

Date: 5/9/1995

FINRA

Current Firm

CWM, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CWM, LLC

TRUST BUT VERIFY

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