MB
Maria L. Bell
HUMAN INVESTING
Lake Oswego, OR 97035
Some features on this profile are disabled
CRD#: 7491460
MB
Professional summary
Maria Lucia Genevieve Bell, who also goes by Eve Bell, Eve Owen, Maria Owen, is a registered financial advisor currently at HUMAN INVESTING located in Lake Oswego, Oregon.
Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Maria has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eve Bell | Eve Owen | Maria Owen
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/address of business: St. Patrick Catholic Church, 1623 NW 19th Ave, Portland OR 97209 Investment related? No Nature of business: Church Position/title: Wedding coordinator Start date: June 2021 Hours per month: 3-6 (none during securities trading hours) Duties: Assist couples at my parish with their wedding ceremony and coordinate with pastor/celebrant. Name/address of business: Beautycounter, Newberg, Oregon Investment related? No Nature of business: Online retailer/beauty products Position/title: Consultant Start date: October 2019 Hours per month: 2-4 (none during securities trading hours) Duties: Affiliate link marketing, earn commission via direct sales of product.
CRS (Client Relationship Summary) - RIA
Click below to view Maria Lucia Genevieve 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 26, 2022 - Present
HUMAN INVESTING
Office #1: 6000 Meadows Rd Suite 105, Lake Oswego, OR 97035RIA
CRD#: 133017
Lake Oswego, OR
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".
HI
HUMAN INVESTING
A & F | HUMAN INVESTING, LLC | HUMAN INVESTING | ANDERSONFISHER LLC | ANDERSONFISHER
CRD#: 133017 / SEC#: 801-63556
RIA
Registered Investment Advisory firm - (10/5/2004 Approved)California
Registered Investment Advisory firm - (7/15/2008 Cancelled)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.Highlighted states indicate IAR registrations
IAR
Oregon(4/26/2022)
Current Firm
HI
HUMAN INVESTING
A & F | HUMAN INVESTING, LLC | HUMAN INVESTING | ANDERSONFISHER LLC | ANDERSONFISHER
CRD#: 133017 / SEC#: 801-63556
RIA
Registered Investment Advisory firm - (10/5/2004 Approved)California
Registered Investment Advisory firm - (7/15/2008 Cancelled)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6000 Meadows Rd Suite 105, Lake Oswego, OR 97035
Mailing Address
6000 Meadows Rd Suite 105, Lake Oswego, OR 97035
Phone number
(503) 905-3100
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,957 |
| AUM (Assets Under Management) | $ 1,879,572,170 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/27/2025 | ||
| 08/23/2023 | ||
| 09/27/2022 |
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.
