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Kirk Bell

Director; President, Icd at Raymond James Financial Services Advisors

Investment adviser and broker registrationsSEC record checked 17 October 2026

27
Years in the industry
12
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Kirk Bell is Director; President, Icd of Raymond James Financial Services Advisors, Inc, a Saint Petersburg investment adviser managing $390B. Kirk Bell has been registered through Raymond James Financial Services Advisors since 29 August 2014, has 27 years in the industry across 1 firm and has passed 7 licensing exams.

Role at Raymond James Financial Services Advisors

Title on Schedule A
Director; President, Icd
Control
Kirk Bell is a control person of Raymond James Financial Services Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Kirk Bell has held the filed role since April 2026.

The firm

Raymond James Financial Services Advisors, Inc
Saint Petersburg, FL

Form ADV filed 21 September 2026

$390B AUM508,439 clients6,024 advisers26 offices

Career on record

Kirk Bell has been registered through Raymond James Financial Services Advisors since August 2014.

Firms and exams, newest first
  1. Passed Series 52TO · 2025
  2. Passed SIE · 2018
  3. – present · 12 years
    , · Adviser representative · Firm CRD 149018
  4. Passed Series 53 · 2004
  5. Passed Series 4 · 2001
  6. Passed Series 24 · 2000
  7. Passed Series 7 and Series 63 · 1999

Registrations and exams

Kirk Bell has a current investment-adviser registration in Florida and has passed 7 qualifying exams.

Florida29 August 2014
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6310 November 1999
Name
Uniform Securities Agent State Law Examination
Series 5310 February 2004
Name
Municipal Securities Principal Examination
Series 425 October 2001
Name
Registered Options Principal Examination
Series 2430 November 2000
Name
General Securities Principal Examination
Series 52TO25 September 2025
Name
Municipal Securities Representative Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 728 September 1999
Name
General Securities Representative Examination

Individual record

Full name
Kirk Edward Bell
CRD
3256377
Registration status
Investment adviser and broker registrations

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Raymond James lists Kirk Bell as president of its Independent Contractor Division. Official firm biography/team page

Common questions

Where does Kirk Bell work?

Kirk Bell has been Director; President, Icd of Raymond James Financial Services Advisors, Inc since April 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 21 September 2026

Is Kirk Bell a financial advisor?

Yes. Kirk Bell has a current investment-adviser registration in Florida, through Raymond James Financial Services Advisors since August 2014, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Kirk Bell have?

Kirk Bell has worked in the financial industry for 27 years as of 17 October 2026, counted from 6 October 1999, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Kirk Bell passed?

Kirk Bell has passed 7 licensing exams: the Series 7, Series 63, Series 24, Series 4, Series 53, SIE and Series 52TO. The earliest, the Series 7, was passed in September 1999.

Source: IAPD individual record, checked 17 October 2026

Leadership at Raymond James Financial Services Advisors

  • Tashtego Spring Elwyn
    Director; Chairman of the Board; President; Chief Executive Officer
  • Ronice Barlow
    Chief Operating Officer
  • Philip Roger Martin
    RIA Chief Compliance Officer
  • Douglas Brigman
    Director
  • Scott Curtis
    Director
  • William Geis
    Director
  • Brock Guice
    Secretary
  • Keith G Rust
    Director
  • Jonathan Santelli
    General Counsel
  • Andrew Zolper
    Director

Sources

  1. IAPD individual record, CRD 3256377. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Raymond James Financial Services Advisors, Inc, filed 21 September 2026. Title, control and ownership bands.
  3. Raymond James Financial Services Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Kirk Bell or Raymond James Financial Services Advisors, Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.