MB
MB

Maria Lucia Genevieve Bell

3 Years of Experience
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,111 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.9B
Loading...

Location

6000 Meadows Rd, Suite 105, Lake Oswego, OR, 97035

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Maria works as a wedding coordinator at St. Patrick Catholic Church and as a consultant for Beautycounter, an online retailer of beauty products. Both activities require minimal time and are not investment-related.

Employment History
Current Registrations
Human Investing
April 2022 - Present · 3 yrs 10 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.
Maria Lucia Genevieve Bell - Financial Advisor | TrueAdvisor