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Richard William Bell Jr

Investment Adviser Representative at WAVERLY ADVISORS, LLC

Paoli, PACRD #2163662Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
New JerseyPennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/17/1993
Series 63
Uniform Securities Agent State Law Examination
Passed 12/13/1991
SIE
Securities Industry Essentials Examination
Passed 8/31/2016
Series 7
General Securities Representative Examination
Passed 8/22/1991
Series 24
General Securities Principal Examination
Passed 8/9/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Waverly Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WAVERLY ADVISORS, LLCCurrent
12/16/2024Paoli, PA
PLANNING CAPITAL MANAGEMENT CORP.
4/1/20032/6/2025Paoli, PA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard William Bell Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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