Preston Bellaire
Preston Bellaire is a registered investment advisor at LPL Financial LLC, based in Altamonte Springs, FL, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
215 N Westmonte Drive, Altamonte Springs, FL, 32714
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2020Customer Dispute
April 2011Other 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
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations15 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.