Lisa Moe is a CFP-designated registered investment advisor, based in Fargo, ND, with 27 years of industry experience.
Location
4266 32nd Ave S Suite H, Fargo, ND, 58104
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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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Lisa operates Bell Investments as a DBA for her LPL business. She also serves as VP/Wealth Advisor at Bell Bank, providing investment advice and product recommendations since 2005.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2025 - Present · 7 mos
Raymond James Financial Services Advisors, INC
October 2025 - Present · 7 mos
Previous Registrations
LPL Financial LLCBroker
February 2017 - October 2025 · 8 yrs 8 mos
LPL Financial LLC
February 2017 - October 2025 · 8 yrs 8 mos
Cetera Investment Advisers LLC
January 2014 - February 2017 · 3 yrs 1 mo
Cetera Investment Services LLC
January 2006 - January 2014 · 8 yrs
Cetera Investment Services LLCBroker
November 2005 - February 2017 · 11 yrs 3 mos
Edward JonesBroker
December 2000 - November 2005 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1998 - December 2000 · 2 yrs
State Registrations24 states
AKALAZCACOFLIAINMAMIMNMTNDNEOHOKORSDTXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.