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Victor B
Series 63, Series 65
Canonsburg, PA
CWM, LLC
Victor Bell is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at notable firms including LPL Financial, LLC and Cetera Wealth Services, LLC. Outside of his advisory roles, Bell serves as president of Cornerstone Care, a federally qualified health center, where he oversees board committees and executive functions. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios using discretionary model strategies and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and comprehensive retirement-plan services.
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