Robert
Bell

Mark Bell Advisory Services, Inc

CRD#1284013
Investment Advisor
in Chicago, IL

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About this Advisor

Robert Bell is a certified financial planner who works out of Chicago, Illinois. Bell works at Mark Bell Advisory Services, Inc. They have worked at Mark Bell Advisory Services, Inc for their complete career. Bell holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Mark Bell Advisory Services, Inc is a registered investment business that has its headquarters in Chicago, IL. It administers $119 million in assets between its 122 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 122 client accounts, 90% belong to high-net-worth investors who have at least $1 million in investable assets. The company has a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely are based on the financial services. However, fees billed by Mark Bell Advisory Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

401 N Michigan Ave Suite 1200
Chicago, IL 60611

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Mark Bell Advisory Services, Inc Brokerage Details

Total Assets Under Management

$118,525,823

IL Average: $6,674,516,078
Total Number of Employees

1

IL Average: 44
Total Number of Accounts

122

IL Average: 2,564
Average Account Size

$971,523

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Robert Bell Work History

Robert has been registered as a financial advisor for 0 years.*

2002 - Present (22 years)

Mark Bell Advisory Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert 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 Mark Bell Advisory Services, Inc

Robert Bell
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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