Victor D Bell
Investment adviser representative at Cwm, LLC
26 yearsExperience
2 statesRegistered in
$50.6BFirm assets
15 yearsFirm in business
Are you Victor D Bell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Cwm, LLCApr 2019 to now
- Cetera Wealth Services, LLCApr 2019 to now
- Cwm, LLC dba Carson Group PartnersApr 2019 to now
- Washington Financial - Under Program Marketing Name Wealth ManagJan 2019 to now
- Cornerstone CareJan 2000 to now
- LPL Financial, LLCMar 2012 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2599848
- Firm CRD
- 155344