Barbara
Bell
Cannon Advisors
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About this Advisor
Barbara Bell is a financial advisor based in Charlotte, North Carolina, with a total of 5 years of industry experience. Bell is currently employed by Cannon Advisors. The advisor has gained experience at Primerica Financial Services, H.D. Vest Investment Services, Cannon Accounting & Financial Services, H.D. Vest Insurance Agency, H.D. Vest Advisory Services, Advisory Services Network, LLC, Regulus Advisors, LLC, Cannon Advisors, Inc, Bell Divorce Advisors, Inc and Bell Financial Planning, Inc. Bell maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Louisiana, North Carolina and South Carolina. Cannon Advisors is a registered investment company that has its headquarters in Charlotte, NC. It controls $120 million in assets across its 221 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 221 client accounts, 25% are held by high-net-worth investors who have greater than $1 million in investable assets. Cannon Advisors offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fees charged by Cannon Advisors can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cannon Advisors Brokerage Details
$119,888,169
4
221
$542,480
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Barbara Bell Work History
Barbara has been registered as a financial advisor for 5 years.*
Cannon Advisors, Inc
Bell Divorce Advisors, Inc
Regulus Advisors, LLC
Advisory Services Network, LLC
Regulus Advisors, LLC
H.D. Vest Advisory Services
Bell Financial Planning, Inc
H.D. Vest Investment Services
Cannon Accounting & Financial Services
H.D. Vest Insurance Agency
Primerica Financial Services
*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 Barbara 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 Cannon Advisors
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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