Unclaimed Profile

Peter Wright Bell

LIBERTY BELL FINANCIAL GROUP LLC·CHICO, California

SIE, Series 6, Series 7, Series 26, Series 63CFP25 years registeredLIBERTY BELL FINANCIAL GROUP LLC

434 BROADWAY STREET, CHICO, CA 95928CRD# 2378665Firm CRD# 328514

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Wright Bell · CHICO, CA

Registration

CRD #2378665 · LIBERTY BELL FINANCIAL GROUP LLC · 25 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Feb 2026 – present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Feb 2026 – present

CETERA INVESTMENT ADVISERS LLC

Dec 2023 – Feb 2026

CHICO, CA

LPL FINANCIAL LLC

Jan 2016 – Dec 2023

CHICO, CA

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Apr 2009 – Jan 2016

CHICO, CA

WACHOVIA SECURITIES, LLC

Jan 2008 – Apr 2009

CHICO, CA

A. G. EDWARDS & SONS, INC.

Mar 2001 – Jan 2008

CHICO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Registration record

First registered · March 29, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

2022Customer Dispute·Denied

2009Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LIBERTY BELL FINANCIAL GROUP LLC

CRD 328514 · SEC 801-129068

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by LIBERTY BELL FINANCIAL GROUP LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LIBERTY BELL FINANCIAL GROUP LLC →

Introduction

Speak with Peter

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Peter is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHICO?

Browse all registered financial advisors in CHICO, California or claim this profile if it's yours.

Browse CHICO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Peter Wright Bell offer?

Peter Wright Bell specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICO, California for a consultation.

What are Peter Wright Bell's credentials?

Peter Wright Bell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Peter Wright Bell located?

Peter Wright Bell is based in CHICO, California, working with LIBERTY BELL FINANCIAL GROUP LLC. Their office serves clients in the CHICO metropolitan area and surrounding communities.

How does Peter Wright Bell charge for services?

Peter Wright Bell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIBERTY BELL FINANCIAL GROUP LLC?

LIBERTY BELL FINANCIAL GROUP LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →