Golden Bell Financial Planning, LLC

Golden Bell Financial Planning, LLC (CRD# 305635) is a financial advisory firm headquartered in , . They manage $171,200,331 in 510 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.twitter.com/goldenbellfp
By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    510
    ACCOUNTS
  • Average Account Value
    $335,687
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Golden Bell Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason Lina, financial advisor Alpharetta GA
Jason D. Lina
CRD#: 2943859
Alpharetta, GA

Jason Lina (CRD# 2943859) is an Investment Advisor Representative working at Golden Bell Financial Planning, LLC in Alpharetta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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