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Barbara Ann Bell

Investment adviser representative at Cannon Advisors
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$181.6MFirm 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

12 years in the industry.

  1. Cannon Advisors, Inc.Jun 2018 to now
  2. Bell Divorce Advisors, Inc.Jul 2018 to Dec 2024
  3. Regulus Advisors, LLCJun 2015 to Mar 2024
  4. Advisory Services Network, LLCJun 2015 to Jun 2018
  5. Bell Financial Planning, Inc.Mar 2014 to Jul 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 2 states (NC, SC).

Cannon Advisors

Legal name: Cannon Advisors, Inc.

$181.6MAssets managed
230Clients
6Advisers
5 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
6173944
Firm CRD
293929
Advisor's SEC record (opens in a new tab)
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