Lawrence Bell
Lawrence Bell is a CFP-designated registered investment advisor at Summit Financial, LLC, based in Parsippany, NJ, with 34 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 18,393 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum advisory fee across programs is 1.50% per year. Fees are negotiable and exclude program fees, custodian charges, and third-party manager fees.
Fee Estimator
Location
4 Campus Drive, Parsippany, NJ, 07054
Get directionsHistory
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.
Exams
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