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Johanna Del Bosque King

BELL INVESTMENT ADVISORS INC·OAKLAND, California
Series 65Clean record7 years registeredBELL INVESTMENT ADVISORS INC
1111 BROADWAY, OAKLAND, CA 94607-4007CRD# 5470206Firm CRD# 108383

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Johanna Del Bosque King · OAKLAND, CA
Registration
CRD #5470206 · BELL INVESTMENT ADVISORS INC · 7 years registered
Brand Profile
Not yet started
01

Career History

KING WEALTH ADVISORS, LLC
Mar 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 5, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BELL INVESTMENT ADVISORS INC
CRD 108383 · SEC 801-56417
AUM
$645M
Regulatory assets under management
Employees
11
1,156 client accounts
Services offered by BELL INVESTMENT ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BELL INVESTMENT ADVISORS INC →
Introduction

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05

Frequently Asked Questions

What services does Johanna Del Bosque King offer?
Johanna Del Bosque King specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKLAND, California for a consultation.
What are Johanna Del Bosque King's credentials?
Johanna Del Bosque King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Johanna Del Bosque King located?
Johanna Del Bosque King is based in OAKLAND, California, working with BELL INVESTMENT ADVISORS INC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Johanna Del Bosque King charge for services?
Johanna Del Bosque King's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BELL INVESTMENT ADVISORS INC?
BELL INVESTMENT ADVISORS INC has approximately 11 employees and manages $645M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BELL INVESTMENT ADVISORS INC

Brian Ray Baylis
OAKLAND, CA
Forrest Ryan Bell
OAKLAND, CA
Matthew P King
OAKLAND, CA
James Frederick Bell
OAKLAND, CA

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