Chad Bell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Concord, NH, with 26 years of industry experience. Chad 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
125 N State St, Concord, NH, 03301
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Chad is involved in several outside business activities, including Seizan Capital LLC (venture capital and commercial property investments), Green Mountain Ice LLC (retail ice business), Hungerford Terrace (residential rental units), Seizan Capital Foundation (financial literacy), SC Packard LLC (commercial property), Green Mountain Water Proofing (residential waterproofing), and Seizan Capital College Street, LLC (residential rental units). These activities take up varying amounts of Chad's time, from minimal to about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Csfbdirect, INC.Broker
State Registrations11 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.
Exams
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