Corinna Rose
Investment adviser representative at Bell Investment Advisors Inc
10 yearsExperience
1 stateRegistered in
$787.6MFirm assets
27 yearsFirm in business
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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
Experience
10 years in the industry.
- Bell Investment Advisors IncSep 2025 to now
- LPL Financial LLCDec 2024 to Sep 2025
- Ellis Retirement ServicesOct 2024 to Sep 2025
- Haas School of BusinessAug 2018 to Mar 2019
- Corinna Rose PhotographyJan 2018 to Sep 2024
- Freelance Event ManagerMar 2017 to Aug 2018
- Pivot 3Mar 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bell Investment Advisors Inc
$787.6MAssets managed
443Clients
9Advisers
27 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
- 7987161
- Firm CRD
- 108383