RB
RB

R Bell

27 Years of Experience
Brentwood, TN
BrokerSells Insurance

R Bell is a registered investment advisor at LPL Financial LLC, based in Brentwood, TN, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

211 Franklin Road, Suite 300, Brentwood, TN, 37027

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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

Robert is on the audit team for WAVES and is a board member for Able Youth, a charitable organization. He also receives insurance trails and commissions as an agent for Columbus Life, responding to client questions about existing insurance policies, and is a partner in Fountains of Franklin, an assisted living facility. Robert also receives compensation from investment-related sales of insurance and annuities.

Employment History
Current Registrations
LPL Financial LLC
August 2025 - Present · 9 mos
LPL Financial LLCBroker
August 2025 - Present · 9 mos
Previous Registrations
First Horizon Advisors, INC
October 2013 - August 2025 · 11 yrs 10 mos
Ftb Advisors, INC.
March 2008 - October 2013 · 5 yrs 7 mos
Ftb Advisors, INC.
February 2004 - March 2012 · 8 yrs 1 mo
First Horizon Advisors, INC.Broker
July 2001 - August 2025 · 24 yrs 1 mo
Capital Analysts, IncorporatedBroker
May 1998 - August 2001 · 3 yrs 3 mos
State Registrations26 states
ALAZCACOCTFLGAILINKYMAMDMIMSNCNJNVNYOHOKORPASCTNTXUT
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.
R Bell - Financial Advisor | TrueAdvisor