RB
RB

Ryan Bell

18 Years of Experience
Tallahassee, FL
Broker

Ryan Bell is a registered investment advisor at LPL Financial LLC, based in Tallahassee, FL, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

3113 Capital Medical Blvd, Tallahassee, FL, 32308

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ryan is a DBA for LPL Business through Ryno Capital Advisors, Inc. since 2009, dedicating nearly full-time hours. He also owns real estate rentals through Cap Med RE, LLC, a family partnership through Amryn, LLC, and is a partner at Bell & Clements Tax Solutions, LLC, spending minimal time on each.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Waddell & ReedBroker
June 2013 - July 2021 · 8 yrs 1 mo
Waddell & Reed
June 2013 - July 2021 · 8 yrs 1 mo
LPL Financial LLCBroker
March 2009 - July 2013 · 4 yrs 4 mos
LPL Financial LLC
March 2009 - July 2013 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2008 - February 2009 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2008 - February 2009 · 3 mos
Morgan Stanley & CO. Incorporated
November 2007 - September 2008 · 10 mos
Morgan Stanley & CO. IncorporatedBroker
October 2007 - September 2008 · 11 mos
State Registrations21 states
ALCACOFLGAIAINKSLAMDMIMOMSNCNDPASCSDTNTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.