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CFP

Michael Bell

LPL Financial LLC
32 Years of Experience
Tallahassee, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Bell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tallahassee, FL, with 32 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1331-B East Lafayette St., Tallahassee, FL, 32301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael works as an insurance agent, selling and servicing life insurance policies. This activity requires minimal time.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 1 yr 3 mos
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Next Financial Group, INC.
February 2004 - July 2025 · 21 yrs 5 mos
Next Financial Group, INC.Broker
January 2004 - July 2025 · 21 yrs 6 mos
Sentra Securities CorporationBroker
November 1998 - January 2004 · 5 yrs 2 mos
Sentra Securities CORP
November 1998 - January 2004 · 5 yrs 2 mos
United Pacific Securities, INC.Broker
January 1996 - November 1998 · 2 yrs 10 mos
Fsc Securities CorporationBroker
January 1996 - January 1996 · 0 mos
Andover Securities, INC.Broker
August 1994 - January 1996 · 1 yr 5 mos
Sunamerica Securities, INC.Broker
November 1993 - August 1994 · 9 mos
State Registrations15 states
ALARCODCFLGAHILAMINCNYORTNTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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