Advisor at Shores Edge Financial LLC
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Firm
Shores Edge Financial LLC
Location
Medina, MN
Credentials
Series 63, Series 65
Industry experience
15 years
Andrew Bell is a financial advisor with Shores Edge Financial LLC in Medina, MN, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Advisornet Financial Inc. Outside of advisory work, he is the managing member of Hamel Nordic Group LLC, a sauna rental business. Shores Edge Financial LLC provides discretionary asset management and sub-advisory consulting to individuals, charities, high-net-worth clients, and other investment advisors. The firm employs a combination of top-down technical, fundamental, quantitative, and qualitative analysis to construct standardized long-term asset allocation models, incorporating tactical shifts and a range of trading approaches including derivatives.
Based on Shores Edge Financial LLC
up to 2% annually (negotiable)
up to $1,000 per hour (negotiable) for specific services related to sub-advisory consulting
Medina, MN
Minnesota
Shores Edge Financial LLC
2021 - Present (5 years)
Cetera Advisor Networks LLC
2018 - 2021 (3 years)
Advisornet Financial Inc
2018 - 2021 (3 years)
ADVISORNET FINANCIAL INC. (formally JRA FINANCIAL)
2015 - 2021 (6 years)
Cetera Advisor Networks LLC
2015 - 2021 (6 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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