TB
Trevor A. Bell
KESTRA ADVISORY SERVICES
Orlando, FL 32814
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CRD#: 7350706
TB
Professional summary
Trevor Austin Bell, who also goes by Trevor Bell, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Orlando, Florida and KESTRA INVESTMENT SERVICES, LLC located in Orlando, Florida.
Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Trevor has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Trevor 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.
Name: SECURITY FINANCIAL MANAGEMENT POSITION: Financial Planning Specalist NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 02/01/2022 ADDRESS: 2420 S Lakemont Ave, Suite 120, Orlando FL 32814 DESCRIPTION: As part of my role, I am responsible for generating comprehensive financial plans. This involves closely collaborating with advisors to understand their instructions and executing tasks such as opening annuity contracts and accounts both advisory and non-advisory. A significant aspect of my job includes actively contributing to the generation of reports essential for account maintenance. Additionally, I play a crucial role in running and analyzing firm-level reports to support informed decision-making within the organization. Name: UNITED HEALTH CARE- CONTRACTED MEDICARE SALES POSITION: Licensed Sales Agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: 495 N Keller Rd, Suite #200, Maitland FL 32751, United States DESCRIPTION: As mentioned above, one of the aspects of being a contracted agent rather than an employee of UHC is the fact that I am not required to do anything to satisfy them. I have the ability to use their systems, resources, and market/sell their plans but I am not subjected to a sales quota or requirement of time. However, during Annual Enrollment period (October 15th-December 7th) I will host community meetings weekly for 2 hours to enroll individuals and help them with questions they may have. Beyond this, I do not spend much time on the generation of my book of business.
CRS (Client Relationship Summary) - RIA
Click below to view Trevor Austin 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
April 15, 2024 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2420 S. Lakemont Ave Suite 120, Orlando, FL 32814RIA
CRD#: 283330
Orlando, FL
Current
February 2, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2420 S. Lakemont Ave Suite 120, Orlando, FL 32814BD
CRD#: 42046
Orlando, FL
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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
Florida(2/5/2024)
IAR
Florida(4/15/2024)
RR
New York(7/18/2025)
RR
Tennessee(7/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/2/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
