Lindy A Bell
Investment adviser representative at LPL Enterprise, LLC
24 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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
24 years in the industry.
- LPL Enterprise, LLCMay 2025 to now
- National Association of Social Security AnalystsNov 2021 to now
- Association of Certified College Fund SpecialistJul 2021 to now
- Net LawJul 2024 to May 2025
- Kyros Ai CorpJul 2021 to May 2025
- Lindy Ai Bell AdvisorsApr 2017 to Dec 2023
- Tendpot IncJan 2017 to Jan 2018
- Transamerica Financial Advisors, IncApr 2015 to May 2025
- WfgiaNov 2013 to May 2025
- World System Builders (wsb)Oct 2002 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 6524836
- Firm CRD
- 8733