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Stephen Leroy Bell

OAK HARBOR CAPITAL, LLC·SEATTLE, Washington
OAK HARBOR CAPITAL, LLC
1415 WESTERN AVENUE, SEATTLE, WA 98101-2051CRD# 6016809Firm CRD# 169089

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Leroy Bell · SEATTLE, WA
Registration
CRD #6016809 · OAK HARBOR CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
5 disclosures on file · See FINRA BrokerCheck for full record
01

About

Stephen Leroy Bell is a registered financial advisor based in SEATTLE, Washington, affiliated with OAK HARBOR CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
OAK HARBOR CAPITAL, LLC
OAK HARBOR CAPITAL, LLC
AUM
$553M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at OAK HARBOR CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SERVICING FEES FOR DEBT RECOVERY SERVICES.
Regulatory
SEC/IARD CRD# 6016809
Firm CRD# 169089
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Leroy Bell offer?
Stephen Leroy Bell specializes in Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.
What are Stephen Leroy Bell's credentials?
Stephen Leroy Bell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Leroy Bell located?
Stephen Leroy Bell is based in SEATTLE, Washington, working with OAK HARBOR CAPITAL, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Stephen Leroy Bell charge for services?
Stephen Leroy Bell's firm is compensated through percentage of aum, performance-based fees, other: servicing fees for debt recovery services.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK HARBOR CAPITAL, LLC?
OAK HARBOR CAPITAL, LLC has approximately 25 employees and manages $553M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAK HARBOR CAPITAL, LLC

Aaron Ray Johnson
SEATTLE, WA
David Gottlieb
SEATTLE, WA
Gary K Chan
SEATTLE, WA
Bruce Bennion Johnson
SEATTLE, WA
Peter Joseph Fitzpatrick
SEATTLE, WA
Terry Grosvenor
SEATTLE, WA

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Research
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