Dylan BellCRD 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.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|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|
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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