Advisor at Roger R. Bell & Co., Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pulaski, VA
Credentials
Series 66
Industry experience
23 years
Roger Bell is the sole advisor at Roger R. Bell & Co., Inc. in Pulaski, VA, holding a Series 66 designation with 23 years of industry experience. He has been with Roger R. Bell & Co., Inc. since 1992. The firm provides financial planning, investment advisory, and implementation services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Its advice is customized to client risk tolerance, time horizon, and liquidity needs, and it offers services on a fixed, hourly, or retainer basis without managing client assets or maintaining discretionary portfolio management.
Based on Roger R. Bell & Co., Inc.
Based on Roger R. Bell & Co., Inc.
Fixed fees from $300 to $10,000 depending on scope and complexity; fixed fees are negotiable if estimated fee exceeds $10,000
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees
Hourly fees up to $800 per hour depending on scope and complexity
Fee-only: Fixed fees ranging from $300 to $10,000 depending on scope and complexity; hourly fees up to $800 per hour; monthly retainer fees between $100 and $10,000 depending on complexity, needs, and contract term
Pulaski, VA
Virginia
Roger R Bell & Co, Inc.
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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