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Business Profile

Investment Management

Bell Investment Advisors
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(510) 433-1066Email BusinessWrite a Review

About

Overview

Bell Investment Advisors

2 Theatre Sq Ste 315

Orinda, CA 94563-3389

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See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Bell Investment Advisors is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

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




BBB Accredited Since: 7/1/1996

Years in Business: 35

Products and Services

Financial Planning, Investment Management, Social Impact Investing

Photos and Videos

Business Details

Local BBB:
BBB serving the San Francisco Bay Area and Northern Coastal California
BBB File Opened:
6/27/1996
Business Started:
12/26/1990
Business Started Locally:
12/26/1990
Business Incorporated:
12/26/1990
Type of Entity:
Corporation
Business Management:
Mr. Brian Baylis, COO
Number of Employees:
16

Additional Contact Information

Customer Contacts
Mr. Brian Baylis, COO
Additional Phone Numbers
Other Phone: (800) 700-0089
Additional Email Addresses
Primary: Email this Business
Additional Websites
bellinvest.com/blogs/bell...
Social Media

Licensing information

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.

BBB records show a license number of 108383 for this business, issued by California Department of Financial Protection and Innovation . The expiration date of this license is 6/2/2026.

California Department of Financial Protection and Innovation

2101 Arena Boulevard

Sacramento CA 95834

866-2752677Website

Additional Information

Other Resources
California Department of Financial Protection and Innovation
2101 Arena Boulevard
Sacramento CA 95834
Phone Number: (866) 275-2677
https://dfpi.ca.gov/
[email protected]
Commodity Futures Trading Com.
Lafayette Center,1155-21st St. N.W.
Washington DC 20581
Phone Number: (202) 418-5080
http://www.cftc.gov
Nationwide Mortgage Licensing System/NMLS
1129 20th Street, N.W., 9th Floor
Washington DC 20036
Phone Number: 1-855-665-7123
http://mortgage.nationwidelicensingsystem.org/Pages/default.aspx
Business Categories
Investment Management, Financial Services, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Life Coach, Investment Seminars, Registered Investment Advisors

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