How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Geoffrey

ADVISOR PROFILE

Services Offered
Trading individual securities
Philanthropic services
Financial planning
Executive services/Equity compensation
Trust & estate planning
Retirement planning
My Ideal Client
Retail
High Net Worth
Ultra High Net Worth

I*51606 For profit or not for profit: Non-Profit Organization Name of outside business organization: Research Triangle Chapter - NACD Investment related: N Address of business: Raleigh, North Carolina 27601 Nature of business: Charitable Organization Position, title, association: Corporate Secretary Start date of relationship: 8/1/2007 Number of hours devoted: 10 hour(s) Quarterly Number of hours devoted during trading hours: 5 Duties: Board-of-directors educational organization. I act as Corporate Secretary and volunteer to help with membership initiatives. Seeking approval to become director of the chapter effective 2020.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Geoffrey Nicholas Bell

Experience: 20 years / 3 firms

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