Unclaimed Profile

Gregory L Bell

A3 FINANCIAL INVESTMENTS, LLC·DENVER, Colorado

SIE, Series 7, Series 7TO, Series 63, Series 65Clean record8 years registeredA3 FINANCIAL INVESTMENTS, LLC

90 MADISON STREET, SUITE 303, DENVER, CO 80206CRD# 5747739Firm CRD# 304361

Profile Verification

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

Identity

Gregory L Bell · DENVER, CO

Registration

CRD #5747739 · A3 FINANCIAL INVESTMENTS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: A3 FINANCIAL INVESTMENTS, LLC

SALT BLOCKCHAIN ASSET PARTNERS

Jun 2018 – Jan 2019

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · June 7, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

A3 FINANCIAL INVESTMENTS, LLC

CRD 304361 · SEC 801-117109

AUM

$10M

Regulatory assets under management

Employees

1 client accounts

Services offered by A3 FINANCIAL INVESTMENTS, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at A3 FINANCIAL INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory L Bell offer?

Gregory L Bell specializes in Investment Management, Fee-Only Advisory.

What are Gregory L Bell's credentials?

Gregory L Bell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory L Bell located?

Gregory L Bell is based in DENVER, Colorado, last registered with A3 FINANCIAL INVESTMENTS, LLC.

How does Gregory L Bell charge for services?

Gregory L 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 A3 FINANCIAL INVESTMENTS, LLC?

A3 FINANCIAL INVESTMENTS, LLC has approximately 6 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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