John Bell is a CFP-designated registered investment advisor at Free State Financial Planning, LLC, based in Clarksville, MD, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Location
Clarksville, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a FINRA arbitrator for customer complaints and dispute resolution since 2020. He also serves as the financial secretary for St. Paul's Lutheran Church, tracking donations, preparing the budget, and reporting to the congregation, dedicating about 10-20% of his time.
Employment History
Current Registrations
Free State Financial Planning, LLC
Previous Registrations
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
Amerivest Investment Management, LLC
State Registrations1 state
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