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Preston Bellaire

LPL Financial LLC
24 Years of Experience
Altamonte Springs, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Preston Bellaire is a registered investment advisor at LPL Financial LLC, based in Altamonte Springs, FL, with 24 years of industry experience. Preston 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

215 N Westmonte Drive, Altamonte Springs, FL, 32714

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2020
Settled
Customer Dispute
April 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Preston operates his LPL business under Synergy Wealth Alliance since 2022. He is also involved with Best Agency Insurance Brokerage and sells various insurance products, including life insurance, disability insurance, long-term care, annuities, and property & casualty insurance. He also works with Business Insurance Center for referrals and is a notary.

Employment History
Current Registrations
LPL Financial LLC
December 2022 - Present · 3 yrs 10 mos
LPL Financial LLCBroker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - December 2022 · 5 yrs 9 mos
MML Investors Services, LLCBroker
March 2017 - December 2022 · 5 yrs 9 mos
Msi Financial Services, INC.
September 2007 - March 2017 · 9 yrs 6 mos
Msi Financial Services, INC.Broker
June 2002 - March 2017 · 14 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
June 2002 - July 2007 · 5 yrs 1 mo
State Registrations17 states
ALCACOFLGAIAIDILLANCNYOKPASCTNTXWI
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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