Preston Bell
Professional Summary
Preston Bell is a registered financial advisor currently at ALPHA WEALTH FUNDS, LLC located in Park City, Utah. Preston is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Preston has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
FINANCIAL PLANNING HAWAII, INC.
SANCTUARY ADVISORS, LLC
J.W. COLE FINANCIAL, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
FINANCIAL PLANNING HAWAII, INC.
SANCTUARY ADVISORS, LLC
J.W. COLE FINANCIAL, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
FINANCIAL PLANNING HAWAII, INC.
SANCTUARY ADVISORS, LLC
J.W. COLE FINANCIAL, INC.
Disclosures on record.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
FINANCIAL PLANNING HAWAII, INC.
SANCTUARY ADVISORS, LLC
J.W. COLE FINANCIAL, INC.
Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
FINANCIAL PLANNING HAWAII, INC.
SANCTUARY ADVISORS, LLC
J.W. COLE FINANCIAL, INC.
Current Firm
ALPHA WEALTH FUNDS, LLC | HSAX & CO., LLC | H. SAX & CO., LLC | H. SAX & CO.
Contact Information
Main Address
1887 Gold Dust Lane Suite 203 A, Park City, UT 84060Phone Number
(435) 269-4100# of Employees
11SEC notice filing (24 States and Territories)
Registered to provide investment advisory services in 24 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
442AUM (Assets Under Management)
$214,122,623Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
FINANCIAL PLANNING HAWAII, INC.
SANCTUARY ADVISORS, LLC
J.W. COLE FINANCIAL, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
FINANCIAL PLANNING HAWAII, INC.
SANCTUARY ADVISORS, LLC
J.W. COLE FINANCIAL, INC.
Primary Firm SEC Registration
ALPHA WEALTH FUNDS, LLC | HSAX & CO., LLC | H. SAX & CO., LLC | H. SAX & CO.
State Registrations and Notice Filings
(4/25/2025)
(5/15/2025)
(8/25/2023)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
FINANCIAL PLANNING HAWAII, INC.
SANCTUARY ADVISORS, LLC
J.W. COLE FINANCIAL, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Preston Bell's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
FINANCIAL PLANNING HAWAII, INC.
SANCTUARY ADVISORS, LLC
J.W. COLE FINANCIAL, INC.