Brenda
Bell

Stifel, Nicolaus & Company, Inc

CRD#2226519
Investment Advisor
in Green Valley, AZ

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About this Advisor

Brenda Bell is a financial advisor operating out of Green Valley, Arizona, who has been in the advisory business for 11 years. Bell currently works for Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC and Stifel, Nicolaus & Company, Inc. Bell holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in Arizona and Texas. Stifel, Nicolaus & Company, Inc is a company headquartered in Green Valley, Arizona. The company has offices in 431 locations and a total of 6,153 financial advisors. It manages $98 billion in assets under management among its 244,516 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 1,031 charities and foundations. Of its 244,516 client accounts, 40% belong to high-net-worth clients who have greater than $1 million in assets. Stifel, Nicolaus & Company, Inc performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice are based on which services the firm provides the client. However, fee types billed by Stifel, Nicolaus & Company, Inc likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

190 West Continental Road Suite 222
Green Valley, AZ 85614

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

AZ Average: $11,469,110,461
Total Number of Employees

6,153

AZ Average: 458
Total Number of Accounts

244,516

AZ Average: 33,415
Average Account Size

$399,512

AZ Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brenda Bell Work History

Brenda has 11 years of experience.

2012 - Present (9 years)

Stifel, Nicolaus & Company, Inc

2009 - 2012 (3 years)

Wells Fargo Advisors LLC

Disclosures

Brenda Bell has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Robert Barcellona
Washington, DC
Thomas Appleby
Palm Beach, FL
Robert Seibels
Montgomery, AL
Nicholas Perotta
Saint Louis, MO
Andrew Foote
New York, NY
Timothy Wade
Wichita Falls, TX
Joshua Burgan
Indianapolis, IN

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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