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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Gross Domestic Product, Inc 11 years, 8 months Jul 2008 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Scott Bell

Advisor or Adviser?
Published 2012-05-07 16:07:36
The Truth About Why Brokers Leave Their Firms.
Published 2012-05-01 13:49:42
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    What are the advantages of using a commission based financial advisor?
    As Evan said, for a one time deal, it might make sense, but in that case, I'd probably look at using one of the discount brokers rather than someone trying to sell you an idea. I recently had a reader of my blog, ask "Is There Such A Thing As A Good Stockbroker?" And I answered with this post. htt...  (more)
    Answered Apr 2012
    What are some ex of blue chip stocks?
    This may seem like a lazy answer but it is one of the most interesting answers I've ever found -- From Wikipedia:According to the New York Stock Exchange, a blue chip is stock in a corporation with a national reputation for quality, reliability and the ability to operate profitably in good times an...  (more)
    Answered May 2012
    Where can I find info on investing in start-up business?
    Sayed, Depending our your accredited investor status you may consider looking at Sharespost.com or Secondmarket.com or even Angellist (http://angel.co). These can be really tricky. If I were you, I'd make sure I have a substantial liquid portfolio in place before I consider looking at investing in ...  (more)
    Answered May 2012
    ANy truth to the adage "Sell in May &stay away"?
    Sell in May was based on seasonality. There is validity to a seasonality approach, but after-tax benefit and costs can be a burden. In general like, most strategies, it's not consistent so you may have long periods of underperformance before it works for you. Here's a great piece from my friends a...  (more)
    Answered May 2012
    How to contact an advisor?
    Call your old HR department, they should be able to steer you in the right direction. Or call the number on the statement. You'll want to do a rollover, which you can do with any advisor, not just Wells Fargo. Make sure you consider the costs of using Wells before you give them more of your money. ...  (more)
    Answered May 2012
    What would my monthly income would be at the age of 60?
    It depends. Do you have a pension, 401(k), any other income? In general a decent gauge of what you can expect your portfolio to provide as retirement is about 4% of your total portfolio. Some planners do try to be more progressive with that number, leading that percentage higher sometimes, but in ...  (more)
    Answered May 2012
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Jan 31, 2020
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Jul 2, 2018
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Feb. 1, 2020
        • $47.4M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 100
          number of clients
        • $474.0K
          Estimated Average Account Balance Per Client

      Gross Domestic Product, Inc

      Last updated on Jan. 31, 2020
        • $80.3M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 100
          number of clients
        • $803.4K
          Estimated Average Account Balance Per Client

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.