Phillip Lee Bell

Employer firm

Integrated Advisors Network LLC CRD 171991

$5.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 01/2017
  Sii Investments
  Escondido, CA
• 01/2017 → Present
  Integrated Advisors Network, Llc
  Dallas, TX
• 01/2017 → Present
  Yorkshire Wealth Managment
  San Diego, CA

Previous Registrations

• 2016-05-16 → 2016-12-31
  Sii Investments, Inc.
  San Diego, CA
  Escondido, CA
• 2007-08-22 → 2016-05-17
  Ted Buchan & Company
  San Diego, CA
  San Diego, CA

Other Businesses

1. Yorkshire Wealth Management; investment-related; 16935 W. Bernardo Dr. Ste 170 San Diego, CA 92127; DBA; Owner/Wealth Manager; 01/2017; duties and hours in line with advisory business. 2. Valley Center Fire Protection District; investment-related; 28234 Lilac Rd Valley Center, California; Director & President; 06/20/2009; manage independent fire district; no hours during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-06
• S63 Uniform Securities Agent State Law Examination
  1999-02-22

Other Names

• Phil Bell