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Jim Bell
Fundador en Bell Investment Advisors, Inc. .
Cargos activos de Jim Bell
Empresas | Cargo | Inicio | Fin |
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Bell Investment Advisors, Inc.
![]() Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Presidente | 01/01/2020 | - |
Director de Inversiones | 01/01/1991 | - | |
Fundador | 01/01/1991 | - | |
Jefe de Banca Privada | 01/01/1991 | - | |
Presidente | 01/01/1991 | 01/01/2019 |
Historial de carrera de Jim Bell
Antiguos cargos conocidos de Jim Bell.
Empresas | Cargo | Inicio | Fin |
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Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - | - |
Formación de Jim Bell.
University of California, Santa Barbara | Undergraduate Degree |
Graduate Theological Foundation | Graduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Chairman | 1 |
Chief Investment Officer | 1 |
Founder | 1 |
Sectorial
Consumer Services | 3 |
Finance | 2 |
Commercial Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 2 |
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Bell Investment Advisors, Inc.
![]() Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Finance |
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
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