Keegan Wade Bell
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Keegan Wade Bell? Claim your profile
Contact this firm
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
10 years in the industry.
- LPL Financial LLCJun 2025 to now
- Bell Wealth Advisors LLCSep 2019 to now
- Raymond James Financial Services Advisors, Inc.Sep 2019 to Jun 2025
- Raymond James Financial Services, Inc.Sep 2019 to Jun 2025
- Concurrent AdvisorsSep 2019 to Nov 2022
- Wells Fargo Clearing Services, LLCNov 2017 to Sep 2019
- Fidelity Brokerage Services LLCMay 2017 to Oct 2017
- Wells Fargo AdvisorsFeb 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 6624243
- Firm CRD
- 6413