Unclaimed Profile

Judith Anne Bedell

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.·WALNUT CREEK, California

Clean record11 years registeredBEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

TWO WALNUT CREEK CENTER, WALNUT CREEK, CA 94596CRD# 4374618Firm CRD# 107326

Profile Verification

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

Identity

Judith Anne Bedell · WALNUT CREEK, CA

Registration

CRD #4374618 · BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Oct 2014 – Feb 2017

WALNUT CREEK, CA

Registrations & Exams

Registration record

First registered · October 1, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

CRD 107326 · SEC 801-57272

AUM

$722M

Regulatory assets under management

Employees

1,749 client accounts

Services offered by BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. →

Introduction

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Frequently Asked Questions

What services does Judith Anne Bedell offer?

Judith Anne Bedell specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Judith Anne Bedell's credentials?

Judith Anne Bedell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Judith Anne Bedell located?

Judith Anne Bedell is based in WALNUT CREEK, California, last registered with BEDELL FRAZIER INVESTMENT COUNSELLING, LLC..

How does Judith Anne Bedell charge for services?

Judith Anne Bedell'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 BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.?

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. has approximately 13 employees and manages $722M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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