Steven
Stroud
Three Bell Capital LLC
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About this Advisor
Steven Stroud is a financial advisor based in Dallas, Texas, working with Three Bell Capital LLC. Steven has previously held positions at UBS Financial Services Inc, Three Bell Capital LLC, JPMorgan Securities, LLC, and JPMorgan Chase Bank, N.A. Steven has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Steven is part of Three Bell Capital LLC, which operates out of Dallas, Texas. The firm has 4 offices and 18 employees. The firm manages assets totaling $3.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Three Bell Capital LLC includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Three Bell Capital LLC Brokerage Details
$3,248,428,457
18
552
$5,884,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Steven Stroud Work History
Three Bell Capital LLC
Jpmorgan Securities, LLC
Jpmorgan Chase Bank, N.A
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Steven Stroud 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 Three Bell Capital LLC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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