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Trevor Bell
Trevor J Bell, Trevor James Bell
CRD#: 6546333
IA
B
EMPOWER ADVISORY GROUP, LLCCRD#: 112058 Missoula, MT
EMPOWER FINANCIAL SERVICES, INC.CRD#: 13109 Missoula, MT
0
Disclosures
8
Years of Experience
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State Registrations
B
Montana 10/27/2022
IA
Montana 1/31/2024
SRO Registrations
B
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IA
B
Registered with this firm since 10/27/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 03/09/2020 - 10/11/2022 | MISSOULA, MT | |
B | 03/09/2020 - 10/04/2022 | MISSOULA, MT | |
IA | 06/26/2019 - 02/05/2020 | Denver, CO | |
B | 09/06/2018 - 06/04/2019 | LITTLETON, CO | |
B | 09/21/2015 - 10/11/2017 | GREENWOOD VILLAGE, CO |
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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.