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Charles Ross Bell

LEGACY WEALTH MANAGEMENT, LLC·RIDGELAND, Mississippi
Unclaimed Profile
300 CONCOURSE BLVD, SUITE 102, RIDGELAND, MS 39157CRD# 7143439Firm CRD# 304659
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEGACY WEALTH MANAGEMENT, LLC
LEGACY WEALTH MANAGEMENT, LLC
AUM
$305M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LEGACY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7143439
Firm CRD# 304659
No disclosures on file
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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Other advisors in RIDGELAND
Charles Robert Manogue — THE MOLPUS WOODLANDS GROUP, LLCMichael Robert Cooper — THE MOLPUS WOODLANDS GROUP, LLCAshby Minor Foote — VECTOR MONEY MANAGEMENT INCJoseph David Delaski — VECTOR MONEY MANAGEMENT INCForbes Lewis Watson — LEGACY WEALTH MANAGEMENT, LLC
Nearby cities in Mississippi
JACKSON (59)OXFORD (15)GULFPORT (10)MADISON (9)CLARKSDALE (6)
City Guides
JACKSON GuideOXFORD GuideGULFPORT GuideMADISON GuideCLARKSDALE Guide
Research
Advisor Fees in MississippiNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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