Richard Alan Carroll
Investment adviser representative at Bell City Wealth, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$163.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- City of Hillsboro, OhJan 2024 to now
- Bell City Wealth, Inc.Oct 2023 to now
- O'dell Capital ManagementOct 2011 to now
- Johns Hopkins UniversityJun 2012 to Oct 2022
- Raymond James Financial Services Advisors Inc.Jan 2012 to May 2023
- Raymond James Financial Services, IincOct 2011 to May 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Bell City Wealth, Inc.
$163.3MAssets managed
347Clients
1Advisers
3 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
- 5994048
- Firm CRD
- 326354