Joseph Bell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Columbia, MD, with 16 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
10500 Little Patuxent Pkwy Ste 710, Columbia, MD, 21044
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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.
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Joseph operates his LPL business through BFJ Financial Group since 2016. He is also involved with Bell, Frech & Jacobs CPA firm doing tax preparation and accounting, and BFJ Wealth Management as a Registered Investment Advisor Hybrid.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Bfj Wealth Management, LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations23 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.