Individual Firm
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BRANDON ALEXANDER BELL
Brandon Bell
CRD#: 5651899
IA
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EDELMAN FINANCIAL ENGINESCRD#: 104510 3570 CARMEL MOUNTAIN RD
SUITE 450
SAN DIEGO, CA 92130
SUITE 450
SAN DIEGO, CA 92130
0
Disclosures
12
Years of Experience
View By:
State Registrations
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California 1/13/2023
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Texas 5/22/2024
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Registered with this firm since 1/13/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 08/19/2020 - 12/15/2022 | SUNNYVALE, CA | |
B | 08/14/2020 - 12/14/2022 | SUNNYVALE, CA | |
IA | 12/08/2015 - 07/28/2020 | SAN JOSE, CA | |
B | 12/08/2015 - 07/28/2020 | SAN JOSE, CA | |
IA | 01/26/2015 - 07/28/2015 | SANTA CLARA, CA | |
B | 01/26/2015 - 07/28/2015 | SANTA CLARA, CA | |
IA | 07/24/2012 - 08/18/2014 | ARLINGTON, VA | |
B | 07/24/2012 - 08/18/2014 | CUPERTINO, CA | |
B | 09/27/2011 - 07/23/2012 | SUNNYVALE, CA |
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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.