BBB Accredited Business Profile

Bell Investment Advisors

Bell Investment Advisors

(510) 433-1066

Bell Investment Advisors

26 years in business

1111 Broadway Ste 1630
Oakland, CA 94607-4007

BBB File Opened: 6/27/1996
Business Started: 12/26/1990
Business Started Locally: 12/26/1990
Type of Entity
Corporation
Business Management
  • Mr. James F Bell, President
Contact Information
  • Principal: Mr. James F Bell, President
Business Category
  • Investment Management
  • Financial Planning Consultants
  • Investment Advisory Service
  • Retirement Planning Service
  • Financial Services
  • Investment Seminars
  • Coaching - Life

Licensing, Bonding or Registration:  This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Number of Employees:  16

A+

Overview

This company is a registered investment advisory firm offering fee-only investment management, financial planning, and career/life coaching.



Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Bell Investment Advisors

Bell Investment Advisors

BBB ACCREDITED SINCE 7/01/1996

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