Matthew Bell (CRD# 7193262) is an Investment Advisor Representative working at Lpl Financial LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 4503842
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Salt Lake City, UT | Aug 2021 - Current | 2 |
| Zions Bank | Salt Lake City, UT | Aug 2021 - Current | 2 |
| Goldman Sachs, & Company | Salt Lake City, UT | Oct 2019 - Aug 2021 | 1 |
| Unemployed | Provo, UT | May 2019 - Sep 2019 | < 1 |
| J. Reuben Clark Law School - Brigham Young University | Provo, UT | Aug 2016 - Apr 2019 | 2 |
| Unemployed | Provo, UT | Jun 2016 - Aug 2016 | < 1 |
| Ted Cruz For President | Houston, UT | Oct 2015 - May 2016 | < 1 |
| Unemployed | Provo, UT | May 2015 - Sep 2015 | < 1 |
| Brigham Young University | Provo, UT | Jan 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- TX
- UT
-
Total Assets Under Management368,019MILLIONS
-
Total Number of Accounts1,688,501ACCOUNTS
-
Average Account Value$217,956
- 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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