Kevin
Bell

Park Avenue Securities LLC

CRD#1061306
Investment Advisor
in Indianapolis, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kevin Bell is a chartered financial consultant who works out of Indianapolis, Indiana who has 22 years of relevant experience. Bell is an advisor for Park Avenue Securities LLC. Over the course of their career, they have held roles at Guardian Life Insurance Company and Park Avenue Securities LLC. Bell has a Series 63 license, certifying them as a securities broker, and is registered to advise clients in Hawaii, Indiana, Minnesota, Nevada, Ohio, Pennsylvania and Washington. Park Avenue Securities LLC is a company that has its headquarters in New York, NY. The firm has offices in 385 locations and a total of 1,825 financial advisors. It has $10 billion in total assets among its 57,359 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 132 charities and foundations. Of its 57,359 accounts, 19% belong to high-net-worth investors who have greater than $1 million in assets. The firm has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules largely depend on which services the firm provides the client. Fee types charged by Park Avenue Securities LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9000 Keystone Crossing Suite 300
Indianapolis, IN 46240

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

IN Average: $7,464,549,021
Total Number of Employees

1,825

IN Average: 88
Total Number of Accounts

57,359

IN Average: 3,892
Average Account Size

$172,819

IN Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Kevin Bell Work History

Kevin has been registered as a financial advisor for 22 years.*

1999 - Present (25 years)

Park Avenue Securities LLC

1992 - Present (32 years)

Guardian Life Insurance Company

*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 Kevin 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 Park Avenue Securities LLC

Andrew Guyton
Portsmouth, NH
Ezekiel Zimmerman
Paramus, NJ
William Roerden
Warwick, NY
George Papanicolaou
Port Chester, NY
Joseph Stiles
Cincinnati, OH
Andrew Matthieson
Alpharetta, GA
Corwin Davidson
Liberty Hill, TX
Chelsea Gottschling
Claremont, CA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started