Bell & Brown Wealth Advisors
www.bellbrownadvisors.comBell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley. We use a long-term investment approach beginning with our fiduciary responsibility, acting in the sole benefit of you, our client. Thank you for your trust. For Decades, Bell & Brown Advisors has provided strategic investment advice to clients to help them reach their personal savings goals. We take a long-term approach to our investments which begin with our fiduciary responsibility (acting in the sole benefit of the client). We build and create portfolios that are diversified and well balanced, and reflect the needs of our clients We invest in great companies with dominant positions and strong management. High grade fixed income securities add balance and income to your portfolio. Our goal is to tailor your account(s) to your individual needs, objectives, and risk tolerance.
Read moreBell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley. We use a long-term investment approach beginning with our fiduciary responsibility, acting in the sole benefit of you, our client. Thank you for your trust. For Decades, Bell & Brown Advisors has provided strategic investment advice to clients to help them reach their personal savings goals. We take a long-term approach to our investments which begin with our fiduciary responsibility (acting in the sole benefit of the client). We build and create portfolios that are diversified and well balanced, and reflect the needs of our clients We invest in great companies with dominant positions and strong management. High grade fixed income securities add balance and income to your portfolio. Our goal is to tailor your account(s) to your individual needs, objectives, and risk tolerance.
Read moreCountry
State
California
City (Headquarters)
Newport Beach
Industry
Employees
1-10
Founded
2015
Estimated Revenue
$1 to $1,000,000
Social
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Co - Founder , Managing Partner – Senior Portfolio Manager
Email ****** @****.comPhone (***) ****-****Chief Executive Officer - Owner
Email ****** @****.comPhone (***) ****-****
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