MB
Matthew L. Bell
CETERA INVESTMENT ADVISERS LLC
McKinney, TX
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CRD#: 4435395
MB
Professional summary
Matthew Lee Bell, who also goes by Matt Bell, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Mckinney, Texas and CETERA WEALTH SERVICES, LLC located in Mckinney, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Matthew has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt 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. NAME OF OTHER BUSINESS: TRUE NORTH FINANCIAL SOLUTIONS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY AND INSURANCE START DATE: 06/2024 POSITION/TITLE/RELATIONSHIP: FIXED AND FIXED INDEX ANNUITY CONSULTANT, INDEPENDENT CONTRACTOR APX NUMBER OF HOURS PER WEEK: 36 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: I HELP SUPPORT FIXED AND FIXED INDEX ANNUITY SALES FOR TRUE NORTH REGISTERED AND NON-REGISTERED INSURANCE AGENTS 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: 03/2025 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: BELL ANNUITY CONCIERGE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED, FIXED INDEXED AND MYGA ANNUITY START DATE: 03/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: CONSULTANT TO TRUE NORTH FOR PURPOSE OF ANNUITY SUPPORT TO THEIR AGENTS, AND REGISTERED REPS. 4. NAME OF OTHER BUSINESS: MAVERICK AGENCY CONSULTANTS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BROKER - PROPERTY AND CASUALTY INSURANCE AGENCY START DATE: 04/2014 POSITION/TITLE/RELATIONSHIP: MINORITY OWNER, 1% APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I HAVE NO DUTIES WITH THIS FIRM, AS MY WIFE RUNS IT. I AM 1% OWNER.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Lee 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®
NoneExperience
Current
March 14, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
McKinney, TX
Current
March 14, 2025 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Mckinney, TX
Past
November 3, 2021 - August 12, 2024
EQUITY SERVICES, INC.
RIA
CRD#: 265
MCKINNEY, TX
Past
October 21, 2016 - August 12, 2024
EQUITY SERVICES, INC.
BD
CRD#: 265
MCKINNEY, TX
Past
July 11, 2003 - August 17, 2004
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
September 10, 2002 - December 21, 2002
LIBERTY LIFE SECURITIES LLC
BD
CRD#: 47737
DOVER, NH
Past
October 9, 2001 - December 19, 2001
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
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
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
California(3/14/2025)
RR
Florida(3/14/2025)
RR
Oklahoma(3/14/2025)
RR
Texas(3/14/2025)
IAR
Texas(3/14/2025)
Exams
State Security Law Exam
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
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
