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Mackenzie L. Bell

Investment adviser representative at Hilltop Wealth Advisors, LLC
10 yearsYears since first job or exam
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$635.5M

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(919) 401-1500hilltopwealthadvisors.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Hilltop Wealth Advisors, LLCApr 2026 to now
  2. Andrew BernsteinJan 2025 to Apr 2026
  3. Charles IrvinOct 2024 to Apr 2026
  4. James HuckabeeOct 2024 to Apr 2026
  5. Luca PartnersOct 2024 to Apr 2026
  6. Northwestern Mutual Investment Services, LLCOct 2024 to Apr 2026
  7. William NewtonOct 2024 to Apr 2026
  8. Northwestern Mutual Wealth Management CompanyDec 2021 to Apr 2026
  9. Henry SladekAug 2020 to Oct 2024
  10. Thomas MillerAug 2020 to Oct 2024
  11. Chad ShawJan 2020 to Oct 2024
  12. MST FinancialNov 2019 to Oct 2024
  13. Northwestern Mutual Investment Services LLCJun 2019 to Nov 2019
  14. Northwestern Mutual Life Insurance CompanyJun 2018 to Jan 2020
  15. Better Buzz Coffee RoastersDec 2016 to Mar 2018
  16. California State UniversityAug 2016 to May 2019
  17. Ohana CupcakesMar 2016 to Dec 2016

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021

State registrations

Registered as an investment adviser representative in 1 state (NC).

Hilltop Wealth Advisors, LLC

$635.5M
588Clients
11Advisers
10 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

6955861
283014
Advisor's SEC record
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