Dean
Bell

Spc

CRD#1213422
Investment Advisor
in Washington, MI

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About this Advisor

Dean Bell is a financial advisor who works in Washington, Michigan, with 12 years in the industry. Bell is an employee of Spc. During their career, Bell has held roles at Wunderlich Securities, Inc, Sigma Financial Corporation and Spc. Bell holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, Georgia, Iowa, Michigan, Ohio, Pennsylvania, South Carolina, Utah and Virginia. Spc is a financial advisory business that has its headquarters in Washington, Michigan. The firm has offices in 453 locations and a total of 628 people on staff. It controls $7 billion in assets between its 36,841 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 22 charities and foundations. Of its 36,841 customer accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees largely are based on which services the firm provides the client. Fees charged by Spc can consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

12 years

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

Washington, MI

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Spc Brokerage Details

Total Assets Under Management

$6,859,365,285

MI Average: $943,424,332
Total Number of Employees

628

MI Average: 21
Total Number of Accounts

36,841

MI Average: 1,586
Average Account Size

$186,188

MI Average: $594,845

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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
  • Educational seminars/workshops
  • Other

Dean Bell Work History

Dean has 12 years of experience.

2013 - Present (9 years)

Sigma Financial Corporation

2013 - Present (9 years)

Spc

2010 - 2013 (3 years)

Wunderlich Securities, Inc

Disclosures

Dean Bell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Patrick Shope
Ann Arbor, MI
Steven Kao
Austin, TX
Charles Milliken
Ann Arbor, MI
Clinton Potts
Ann Arbor, MI
Paul Wallin
San Antonio, TX
Robert Lang
Lisle, IL
Zachary Clark
Tecumseh, MI
Scott Carlson
Noblesville, IN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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

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