Brandon
Bell
Edelman Financial Engines
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About this Advisor
Brandon Bell is a financial advisor based in San Diego, California, working with Edelman Financial Engines. Brandon has previously held positions at E*Trade Capital Management LLC, E*Trade Securities LLC, Edward Jones, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Fidelity Brokerage Services LLC, and Financial Engines Advisors L.L.C. Brandon has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Brandon is part of Edelman Financial Engines, which operates out of San Diego, California. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brandon Bell Work History
Financial Engines Advisors L.L.C
Fidelity Brokerage Services LLC
Edward Jones
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
E*Trade Capital Management LLC
E*Trade Securities LLC
Disclosures
Please visit the SEC profile of Brandon Bell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edelman Financial Engines
Ashburn, VA
Uniondale, NY
Los Angeles, CA
Phoenix, AZ
Spokane Valley, WA
Columbia, SC
Fort Worth, TX
Clifton Park, NY
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