Unclaimed Profile

Andre Huaman

THREE BELL CAPITAL LLC·DALLAS, Texas

SIE, Series 7, Series 63, Series 65Clean record12 years registeredTHREE BELL CAPITAL LLC

1925 CEDAR SPRINGS ROAD, DALLAS, TX 75201CRD# 5959431Firm CRD# 159736

Profile Verification

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

Identity

Andre Huaman · DALLAS, TX

Registration

CRD #5959431 · THREE BELL CAPITAL LLC · 12 years registered

Brand Profile

Not yet started

Career History

THREE BELL CAPITAL LLC

Oct 2013 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · October 30, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THREE BELL CAPITAL LLC

CRD 159736 · SEC 801-79156

AUM

$3.3B

Regulatory assets under management

Employees

526 client accounts

Services offered by THREE BELL CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THREE BELL CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Andre Huaman offer?

Andre Huaman specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Andre Huaman's credentials?

Andre Huaman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andre Huaman located?

Andre Huaman is based in DALLAS, Texas, working with THREE BELL CAPITAL LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Andre Huaman charge for services?

Andre Huaman's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: third party. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THREE BELL CAPITAL LLC?

THREE BELL CAPITAL LLC has approximately 20 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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