Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
1yr
Brett Bell
Financial advisor at RBC Capital Markets
Based in Newport Beach, California, Brett Bell is a fiduciary financial advisor with 1 year of industry experience. Brett has been with RBC Capital Markets since 2025. RBC Capital Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeNewport Beach, CA
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowRBC Capital Markets, LLCCurrent firm
Questions to ask Brett
Tailored to Brett’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brett
How do I contact Brett?
Call RBC Capital Markets at 212-858-7000 and ask for Brett Bell. Brett works from the Newport Beach, CA office.
How long has Brett been a financial advisor?
Brett has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Brett hold?
Series 66. Tap any license on this page to see what it allows.
Is Brett a fiduciary?
Brett is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brett paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Brett for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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