Derek H Bell
Investment adviser representative at Legacy Planning Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234MFirm assets
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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.
- Legacy Planning Advisors, LLCJun 2024 to now
- The Strategic Financial Alliance, Inc.May 2022 to now
- E*trade Securities LLCSep 2020 to May 2022
- Pathways Transition ProgramsJun 2019 to Sep 2020
- Uga Concussion LabJun 2018 to May 2019
- University of Georgia Campus Reservation, Events, and TechnicalJan 2018 to May 2018
- Young Women's Christian OrganizationSep 2017 to Dec 2017
- University of GeorgiaAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (GA).
Legacy Planning Advisors, LLC
$234MAssets managed
265Clients
5Advisers
8 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
- 7324446
- Firm CRD
- 121289