Benjamin Clayton Bell Jr
Professional Summary
Benjamin Clayton Bell JR, who also goes by Ben Bell, Benjamin Clayton Bell, was a registered financial advisor. Benjamin was a previously registered financial professional and started their career in finance 2008 - 2023. Benjamin had worked at 6 firms and has passed the Series 63, Series 65, Series 99TO, Series 7TO, Series 16, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ben Bell, Benjamin Clayton Bell
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
WILLIAM K. WOODRUFF & CO., LLC | WKW 5G STRATEGY, LLC
Contact Information
Established
Texas since 06/02/2017Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallDocuments
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Dec 2020About the Series 79TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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