Bell Investment Advisors, Inc. at 1111 Broadway STE 1630, Oakland, Ca 94607 lists Forrest Bell and Brian Baylis of Oakland, CA as associates.
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Brian Baylis
Individual Agent
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1111 BROADWAY STE 1630, OAKLAND, CA 94607
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Forrest Bell
CEO
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1111 BROADWAY STE 1630, OAKLAND, CA 94607
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Brian Baylis
Chief Financial Officer
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1111 BROADWAY STE 1630, OAKLAND, CA 94607
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James Bell
Director
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1111 BROADWAY STE 1630, OAKLAND, CA 94607
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Brian Baylis
Director
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1111 BROADWAY STE 1630, OAKLAND, CA 94607
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Forrest Bell
Director
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1111 BROADWAY STE 1630, OAKLAND, CA 94607
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Forrest Bell
Secretary
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1111 BROADWAY STE 1630, OAKLAND, CA 94607
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1111 BROADWAY STE 1630, OAKLAND, CA 94607
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBELL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY20 / 18 Assets BOY/EOY$0 / $0 | 2023 | BELL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 | 20 / 18 | $0 / $0 |
| 2022 | Plan NameBELL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY18 / 20 Assets BOY/EOY$0 / $0 | 2022 | BELL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 | 18 / 20 | $0 / $0 |
| 2021 | Plan NameBELL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY19 / 18 Assets BOY/EOY$0 / $0 | 2021 | BELL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 | 19 / 18 | $0 / $0 |
| 2020 | Plan NameBELL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$0 / $0 | 2020 | BELL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 | 18 / 19 | $0 / $0 |
| 2019 | Plan NameBELL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 18 Assets BOY/EOY$0 / $0 | 2019 | BELL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 | 16 / 18 | $0 / $0 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$279,120 Forgiven$281,834 LenderMechanics Bank Jobs13 | 04/28/2020 | $279,120 | $281,834 | Mechanics Bank | 13 |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration