Edward Bell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Myers, FL, with 24 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
13710 Cypress Terrace Cir,#200, Fort Myers, FL, 33907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Edward is involved in several business activities, including Cornerstone Financial Planning LLC, Edward Bell Tax Services (where he spends about half his time), Gulf Coast Wealth Management, Cedar Derivatives (real estate rental), Belheir LLC, and PME Air BU LLC. The latter four are business entities for tax/investment purposes, while Edward Bell Tax Services focuses on tax preparation and accounting.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, LLCBroker
State Registrations35 states
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