Phillip Bell
Phillip Bell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tulsa, OK, with 22 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
2250 E 73 Street Ste 650, Tulsa, OK, 74136
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2021Other Business ActivitiesSells Insurance
Phillip dedicates minimal time to church activities, such as taking up offerings and scheduling events. He also occasionally recommends life insurance, LTC insurance, or fixed annuities and spends full-time hours on his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations19 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.