Corinna Rose has been an investment adviser representative at Bell Investment Advisors since September 2025, and is not listed among the firm’s executive officers or direct owners.
Bell Investment Advisors Inc is an Orinda, CA firm with $788M under management, 443 clients and 6 advisers in one office, as of its June 2026 filing.
Corinna Rose’s longest registration is the current one, 1 year at Bell Investment Advisors since 2025. Before joining Bell Investment Advisors in 2025, Corinna Rose was registered through LPL Financial LLC.
- Bell Investment Advisors IncCurrent– present · 1 yearOrinda, CA · Adviser representative · Firm CRD 108383
- LPL Financial LLC– · under a yearBenicia, CA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Corinna Rose is registered as an investment adviser representative in California, since September 2025.
- CaliforniaSince 18 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7987161
- Firm
- Bell Investment Advisors · CRD 108383
- Office
- 2 THEATRE SQUARE, SUITE 315, Orinda, CA 94563
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Corinna Rose work?
Corinna Rose is an investment adviser representative registered through Bell Investment Advisors Inc since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Corinna Rose a financial advisor?
Yes. Corinna Rose has a current investment-adviser registration in California, through Bell Investment Advisors since September 2025.
How many years of experience does Corinna Rose have?
Corinna Rose has 1 year in the financial industry, since December 2024, across 2 adviser firms.
What exams has Corinna Rose passed?
Corinna Rose passed the Series 65 in October 2024.
Where did Corinna Rose work before Bell Investment Advisors?
Before Bell Investment Advisors, Corinna Rose was registered through LPL Financial LLC, December 2024 to September 2025.
Where is Corinna Rose based?
Corinna Rose’s registered office is in Orinda, CA.
Is Corinna Rose registered with FINRA?
No. Corinna Rose has no current broker registration.
How can I verify Corinna Rose’s record?
Search CRD 7987161 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Corinna Rose’s full registration record.
