Dylan Bell, financial advisor Santa Clara CA

Dylan Bell

CRD Number: 6730935
Current Firm: Lpl Financial LLC

Dylan Bell (CRD# 6730935) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Clara, CA and has over 3 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Lpl Financial, LLC Santa Clara, CA Nov 2016 - Current 4
Hillis Financial Services San Jose, CA Nov 2016 - Aug 2020 3
Full-time Education San Jose, CA Aug 2008 - Dec 2017 9
Doordash Daly City, CA Aug 2016 - Oct 2016 < 1
Pappy Mcgregor's Paso Robles, CA Aug 2015 - Nov 2015 < 1
Hardtke World Of Baseball San Jose, CA Jun 2014 - Aug 2014 < 1
J. Crew San Jose, CA Jun 2014 - Aug 2014 < 1
Unemployed San Jose, CA Jul 2010 - Jun 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Dylan T. Bell
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • TX
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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