Bryan Bell (CRD# 6893705) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, IN and has over 5 years of experience in the finance industry.
CRD# 2245020
Lpl Financial LLC
CRD# 3260878
Pnc Investments
CRD# 4132899
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Rochester, IN | Jan 2018 - Current | 6 |
| First Federal Savings Bank | Rochester, IN | Jan 2018 - Current | 6 |
| Social Security Administration | Valparaiso, IN | Apr 2009 - Dec 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
| S63 | Uniform Securities State Law Examination | May 2018 |
- IN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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