LIBERTY BELL FINANCIAL GROUP LLC

CHICO, California·2 registered advisors·CRD# 328514

SEC# 801-1290680530-588-1540

01

Firm Overview

AUM

—

Regulatory assets under management

Employees

4

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at LIBERTY BELL FINANCIAL GROUP LLC

2 registered advisors

Brandon Charles Lopez

CHICO, California

Peter Wright Bell

CHICO, California

05

Office Locations

CHICO, California

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Data sourced from SEC Form ADV filings. LIBERTY BELL FINANCIAL GROUP LLC (CRD# 328514) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.