Amber J. Bell

PER STIRLING CAPITAL MANAGEMENT

Austin, TX 78746

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CRD#: 5430390

Professional summary

Amber Jean Bell, who also goes by Amber Jean Dumond, is a registered financial advisor currently at PER STIRLING CAPITAL MANAGEMENT, LLC located in Austin, Texas and B.B. GRAHAM & COMPANY, INC. located in Austin, Texas.

Amber is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Amber has worked at 7 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amber Jean Dumond

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. AMBER BELL- INSURANCE SALES - INVESTMENT RELATED - LOCATED AT 4900 SPICEWOOD SPRINGS RD., SUITE 300, AUSTIN TX 78759 NATURE: NEW FIXED INSURANCE SALES & SERVICING TERM INSURANCE CONTRACTS SOLD PRIOR TO 1/1/2017. NUMBER OF HOURS: 0 NONE DURING SECURITIES TRADING HOURS. ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY PER STIRLING CAPITAL MANAGEMENT, LLC: B.B. GRAHAM & COMPANY, INC. - INVESTMENT RELATED; 4900 SPICEWOOD SPRINGS ROAD STE 300 AUSTIN, TX, 78759; NATURE OF BUSINESS: BROKER DEALER; POSITION: REGISTERED REPRESENTATIVE; START DATE: 01/2017 ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY B.B. GRAHAM & CO.: PER STIRLING CAPITAL MANAGEMENT, LLC - INVESTMENT RELATED; 4800 BEE CAVES RD, AUSTIN TX 78746; INVESTMENT ADVISORY; COMPLIANCE MANAGER; START DATE: 01/2017; 90% OF BUSINESS HOURS; COMPLIANCE FOR RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amber Jean 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

January 5, 2017 - Present

PER STIRLING CAPITAL MANAGEMENT, LLC

Office #1: 4800 Bee Caves Road, Austin, TX 78746

RIA

CRD#: 151671

Austin, TX

Current

January 11, 2017 - Present

B.B. GRAHAM & COMPANY, INC.

Office #1: 4900 Spicewood Springs Road, Suite 300, Austin, TX 78759

RIA

CRD#: 41533

Austin, TX

Past

January 22, 2015 - March 31, 2017

COUCH HALLUM FINANCIAL GROUP

RIA

CRD#: 140136

AUSTIN, TX

Past

January 15, 2015 - December 31, 2016

SECURITIES AMERICA, INC.

CRD#: 10205

AUSTIN, TX

Past

February 7, 2013 - December 22, 2014

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

AUSTIN, TX

Past

February 7, 2013 - December 22, 2014

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

March 12, 2012 - December 31, 2012

COUCH HALLUM FINANCIAL GROUP

RIA

CRD#: 140136

AUSTIN, TX

Past

May 4, 2011 - January 11, 2013

SECURITIES AMERICA, INC.

CRD#: 10205

AUSTIN, TX

Past

January 3, 2011 - April 26, 2011

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

AUSTIN, TX

Past

January 3, 2011 - April 26, 2011

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

AUSTIN, TX

Past

December 16, 2009 - January 3, 2011

VOYA FINANCIAL PARTNERS, LLC

RIA

CRD#: 34815

AUSTIN, TX

Past

January 4, 2008 - January 3, 2011

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

AUSTIN, TX

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".

PER STIRLING CAPITAL MANAGEMENT, LLC

PER STIRLING | PER STIRLING PRIVATE WEALTH | PER STIRLING INVESTMENTS | PER STIRLING GROUP, LLC | PER STIRLING CAPITAL MANAGEMENT, LLC

CRD#: 151671 / SEC#: 801-70707

RIA

Registered Investment Advisory firm - (10/28/2009 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.

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

Maine
(9/26/2022)

IAR

Texas
(1/5/2017)

Texas
(1/11/2017)

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 66

Date: 11/20/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/12/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/3/2008

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/22/2008

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PER STIRLING CAPITAL MANAGEMENT, LLC

PER STIRLING | PER STIRLING PRIVATE WEALTH | PER STIRLING INVESTMENTS | PER STIRLING GROUP, LLC | PER STIRLING CAPITAL MANAGEMENT, LLC

CRD#: 151671 / SEC#: 801-70707

RIA

Registered Investment Advisory firm - (10/28/2009 Approved)

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Contact information

Main Address

4800 Bee Caves Road, Austin, TX 78746

Mailing Address

Phone number

(512) 628-2300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-03-28 PSCM FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,584
AUM (Assets Under Management)	$ 1,387,216,441

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.

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Advisor Monitoring

Firm Stability Insights

Amber J. Bell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amber Jean Bell's CRS (Customer Relationship Summary).

Certified licenses

Experience

B.B. GRAHAM & COMPANY, INC.

COUCH HALLUM FINANCIAL GROUP

SECURITIES AMERICA, INC.

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

COUCH HALLUM FINANCIAL GROUP

SECURITIES AMERICA, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL PARTNERS, LLC

VOYA FINANCIAL PARTNERS, LLC

Primary Firm SEC Registration

PER STIRLING CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/20/2009

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/12/2008

Series 6

Date: 1/3/2008

Series 24

Date: 9/22/2008

FINRA

Current Firm

PER STIRLING CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PER STIRLING CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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