Bari Bell is a registered investment advisor, based in Kentwood, MI, with 41 years of industry experience.
Location
2687 44th Street Se, Kentwood, MI, 49512
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 1996Settled
Other Business ActivitiesSells Insurance
Bari sells various insurance products, including term life, whole life, fixed insurance, and long-term care (renewals only). These activities take minimal time overall.
Employment History
Current Registrations
Regulus Financial Group, LLCBroker
September 2014 - Present · 11 yrs 7 mos
Regal Investment Advisors LLC
June 2011 - Present · 14 yrs 10 mos
Previous Registrations
American Portfolios Advisors, INC
May 2010 - December 2011 · 1 yr 7 mos
American Portfolios Financial Services, INC.Broker
January 2010 - September 2014 · 4 yrs 8 mos
Sagepoint Financial, INC.Broker
October 2005 - January 2010 · 4 yrs 3 mos
Sunamerica Securities, INC.Broker
July 1997 - October 2005 · 8 yrs 3 mos
Mariner Financial Services, INC.Broker
June 1996 - July 1997 · 1 yr 1 mo
Franklin Financial Services CorporationBroker
March 1993 - June 1996 · 3 yrs 3 mos
Pruco Securities CorporationBroker
January 1985 - March 1993 · 8 yrs 2 mos
The Prudential Insurance Company of AmericaBroker
January 1985 - March 1993 · 8 yrs 2 mos
State Registrations3 states
AZFLMI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.