Ben Bellon (CRD# 3175204) is an Investment Advisor Representative working at Lpl Financial LLC in Salt Lake City, UT and has over 25 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Salt Lake City, UT | Mar 2019 - Current | 5 |
| Zions Bancorp | Salt Lake City, UT | Jan 2019 - Current | 5 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- TX
- UT
-
Total Assets Under Management463,475MILLIONS
-
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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