Lawrence Bell
Lawrence Bell is a CFP-designated registered investment advisor at Summit Financial, LLC, based in Parsippany, NJ, with 33 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
4 Campus Drive, Parsippany, NJ, 07054
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Regulatory History (1)
Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Lawrence offers insurance as a broker or agent through numerous insurance companies, including SRM, an affiliated company. He is also a financial advisor with Summit Financial, LLC, dedicating nearly full-time hours, and managing member of LMB21 LLC, dedicating full-time hours to investment advisory and financial planning.
Employment History
Current Registrations
Summit Financial, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Summit Financial Resources INC
Summit Equities INC
Summit Equities, INC.Broker
State Registrations18 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.