Unclaimed Profile

Charles Ross Bell

LEGACY WEALTH MANAGEMENT, LLC·RIDGELAND, Mississippi

Clean recordLEGACY WEALTH MANAGEMENT, LLC

300 CONCOURSE BLVD, SUITE 102, RIDGELAND, MS 39157CRD# 7143439Firm CRD# 304659

Profile Verification

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

Identity

Charles Ross Bell · RIDGELAND, MS

Registration

CRD #7143439 · LEGACY WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles Ross Bell is a registered financial advisor based in RIDGELAND, Mississippi, affiliated with LEGACY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LEGACY WEALTH MANAGEMENT, LLC

AUM

$305M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7143439

Firm CRD# 304659

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Ross Bell offer?

Charles Ross Bell specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in RIDGELAND, Mississippi for a consultation.

What are Charles Ross Bell's credentials?

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

Where is Charles Ross Bell located?

Charles Ross Bell is based in RIDGELAND, Mississippi, working with LEGACY WEALTH MANAGEMENT, LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.

How does Charles Ross Bell charge for services?

Charles Ross 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 LEGACY WEALTH MANAGEMENT, LLC?

LEGACY WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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