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John Elijah Bell

Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

16 years in the industry.

  1. LPL Financial, LLCAug 2024 to now
  2. Guardian Life Insurance CompanyFeb 2008 to now
  3. Osaic Wealth, Inc.Jun 2024 to Aug 2024
  4. Securities America AdvisorsJul 2017 to Jun 2024
  5. Securities America Inc.Jul 2017 to Jun 2024
  6. Park Avenue SecuritiesOct 2009 to Aug 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 1 state (FL).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5699555
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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