AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TB

Thomas E. Bell

AMERICAN GLOBAL WEALTH MANAGEMENT
Mcdonough, GA 30253
Some features on this profile are disabled
CRD#: 3191568
TB

Professional summary


Thomas Edwin Bell, who also goes by Tom Bell, is a registered financial professional currently at AMERICAN GLOBAL WEALTH MANAGEMENT, INC. located in Mcdonough, Georgia.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 2002. Thomas has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Thomas Edwin 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

October 23, 2022 - Present

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

Office #1: 1600 Pennsylvania Avenue, Mcdonough, GA 30253
BD
CRD#: 7388
Mcdonough, GA
Past

December 22, 2020 - November 8, 2022

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
Virginia Beach, VA
Past

December 22, 2014 - January 4, 2021

OSAIC FA, INC.

BD
CRD#: 3978
VIRGINIA BEACH, VA
Past

January 2, 2014 - December 23, 2014

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
VIRGINIA BEACH, VA
Past

January 1, 2005 - December 31, 2013

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
VIRGINIA BEACH, VA
Past

August 14, 2002 - January 1, 2005

INTERLINK SECURITIES CORP.

BD
CRD#: 30505
WOODLAND HILLS, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Florida
(3/24/2025)
RR
North Carolina
(1/25/2024)
RR
Virginia
(10/24/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 6/4/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AG
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. | WISCONSIN DISCOUNT SECURITIES CORPORATION

CRD#: 7388 / SEC#: , 8-21584

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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
1600 Pennsylvania Ave., Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Phone number
(770) 400-9862
Established
Wisconsin since 02/25/1977
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AMERICAN GLOBAL WEALTH SERVICES, INC.OWNER
CIANTRO, PHILIPFINOP2350685
FAULK, RACHELCHIEF COMPLIANCE OFFICER7712313
LYNCH, JOHN KEVINPRESIDENT1579665
WEBB, JAMES RANDALLCHIEF OPERATIONS OFFICER2089446
WEBB, JAMES RANDALLCHAIRMAN2089446
WEBB, JAMES RANDALLOWNER2089446

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


AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388Mcdonough, GA 30253

TRUST BUT VERIFY

Monitor Thomas Bell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
James Cliffton Moore
James MooreAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Ft Worth, TX
Michael Steven Ginsberg
Michael GinsbergAdvisorCheck Check Mark
GINSBERG FINANCIAL STRATEGIES
IAR
Walnut Creek, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics