Ben Bellon, financial advisor Salt Lake City UT

Ben Bellon

CRD Number: 3175204
Current Firm: Lpl Financial LLC

Ben Bellon (CRD# 3175204) is an Investment Advisor Representative working at Lpl Financial LLC in Salt Lake City, UT and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Salt Lake City, UT Mar 2019 - Current 2
Zions Bancorp Salt Lake City, UT Jan 2019 - Current 2
Morgan Stanley South Jordan, UT Aug 2016 - Nov 2018 2
Scottrade Ogden, UT Nov 2014 - Aug 2016 1
Unemployed South Jordan, UT Mar 2014 - Nov 2014 < 1
Wells Fargo Advisors LLC Salt Lake City, UT Jan 2011 - Mar 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Ben G. Bellon
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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