Ben BellonCRD 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.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|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|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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