About Your Advisor

James R. Bell

Mr. Bell is a 57 year old native Texan, born March 21, 1944 in Houston, Texas where he attended The University of Houston. He has been a Dallas resident since 1984, currently lives in Addison in North Dallas and is married with three (3) adult sons and five (5) grandchildren. Additionally, he is an avid reader, enjoys travel, pets and spectator sports and is an active member of Royal Lane Baptist Church.

Mr. Bell’s extensive professional background includes more than twenty-five (25) years of mid- and senior level management experience with several Fortune 500 companies. Prior to entering the Investment Advisory and Financial Planning arena, Mr. Bell was a small business owner of a Dallas based firm engaged in full-service marketing activities.

Mr. Bell is a Principal with the Archon Retirement Planning Group and specializes in retirement, investment, tax, estate and financial planning issues with a primary focus on both pre-retirement and post-retirement planning.

Mr. Bell is also an Investment Advisor (License # 103290) with The Archon Retirement Planning Group which is licensed with the State Securities Board of the State of Texas as a Registered Investment Advisory firm (License # 28844). Mr. Bell holds numerous securities licenses with the National Association of Securities Dealers (NASD) including Series 6, 7, 24, 63 and 65. He is also a Registered Principal with SunAmerica Securities, Inc., member NASD/SIPC, and as such, is fully licensed to offer and sell mutual funds; fixed and variable annuities; government, municipal and corporate bonds; direct participation programs and individual stocks and stock options. Additionally, Mr. Bell holds a Life, Health and Variable Contracts license (License # 923376) with the Texas Department of Insurance for life, disability, long-term care, assisted living and elder care insurance. He is also licensed as a Mortgage Loan Officer with the State of Texas (License #8555) and is an active member of the DFW Chapter of the Financial Planning Association for Certified Financial Planners.