Individual Firm
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MATTHEW LEE BELL
MATT BELL
CRD#: 4435395
IA
B
CETERA INVESTMENT ADVISERS LLCCRD#: 105644 McKinney, TX
CETERA ADVISOR NETWORKS LLCCRD#: 13572 Mckinney, TX
0
Disclosures
9
Years of Experience
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State Registrations
B
California 3/14/2025
B
Texas 3/14/2025
B
Florida 3/14/2025
IA
Texas 3/14/2025
B
Oklahoma 3/14/2025
SRO Registrations
B
View Exams Passed by the individual in the detailed report
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IA
B
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 11/03/2021 - 08/12/2024 | MCKINNEY, TX | |
B | 10/21/2016 - 08/12/2024 | MCKINNEY, TX | |
B | 07/11/2003 - 08/17/2004 | FORT WAYNE, IN | |
B | 09/10/2002 - 12/21/2002 | DOVER, NH | |
B | 10/09/2001 - 12/19/2001 | LOS ANGELES, CA |
For additional information about investment advisers or broker-dealers, please visit
B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.