Brian Edward Bell

CRD 1756264 · Charles Schwab & Co., Inc. · Westlake, TX

IA RegisteredBroker

Also appears in the source record as: Brian Bell

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (11): Series 34Series 3SIESeries 7Series 6Series 10Series 9Series 8Series 4Series 66Series 63
Registered states (1): Texas
Years in the industry (source record): 36
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (8)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Westlake, TX · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

start not retrieved → present
Amerivest Investment Management, LLC
Northbrook, IL · IA capacity

May 17, 2006 → Sep 20, 2012
Td Ameritrade, Inc.
Fort Worth, TX · IA capacity

Sep 12, 2005 → Sep 20, 2012
Td Ameritrade, Inc.
Fort Worth, TX · BC capacity

Sep 9, 2005 → Sep 20, 2012
Wedbush Morgan Securities Inc.
Pasadena, CA · BC capacity

Jun 27, 1989 → Oct 12, 1989
Griffin Financial Services
BC capacity

Sep 2, 1988 → Jul 10, 1989
Sme Capital Management Corporation
BC capacity

Nov 4, 1987 → Dec 11, 1987

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 1756264 ↗ FINRA BrokerCheck record for CRD 1756264 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.