Moreland Bell is a registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
200 Ashford Ctr N Ste 400, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (1)
Criminal
May 1981Other Business Activities
Moreland operates Integrated Financial Group as a DBA for his LPL business and Binford Wealth Planning for tax/investment purposes. Binford Wealth Planning takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Dain Rauscher INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Ifg Network Securities, INC.Broker
New England SecuritiesBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.