Donnie A. Bell
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- LPL Financial LLCJul 2026 to now
- Kirtland Credit UnionJul 2026 to now
- Fidelity InvestmentsNov 2020 to Jun 2026
- J.P. Morgan Securities, LLCJan 2020 to Nov 2020
- JPMorgan Chase Bank, N.A.Jan 2020 to Nov 2020
- W&s Brokerage Services, Inc.Jul 2018 to Dec 2019
- Western & Southern LifeJul 2018 to Dec 2019
- Home Depot IncMar 2017 to Jan 2018
- UberJun 2016 to Feb 2017
- Voya Financial Advisors, Inc.Dec 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
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
- 6563133
- Firm CRD
- 6413