NB
NB

Nyisha Bell

11 Years of Experience
Folsom, CA
Broker

Nyisha Bell is a registered investment advisor at LPL Financial LLC, based in Folsom, CA, with 11 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.

Loading...

Location

2295 Iron Point Rd, Folsom, CA, 95630

Get directions

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.

Learn about disclosures →
Other Business Activities

Nyisha operates under Golden 1 Investment Services as a DBA for her LPL business. This activity is investment-related and conducted at her reported business location.

Employment History
Current Registrations
LPL Financial LLC
April 2024 - Present · 2 yrs 1 mo
LPL Financial LLC
April 2024 - Present · 2 yrs 1 mo
LPL Financial LLCBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Advisors
January 2021 - April 2024 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2021 - April 2024 · 3 yrs 3 mos
Principal Securities, INC.
March 2020 - November 2020 · 8 mos
Principal Securities, INC.Broker
February 2020 - November 2020 · 9 mos
Edward Jones
November 2018 - March 2020 · 1 yr 4 mos
Edward JonesBroker
November 2018 - March 2020 · 1 yr 4 mos
Wells Fargo Clearing Services, LLC
August 2018 - November 2018 · 3 mos
Wells Fargo Clearing Services, LLCBroker
August 2018 - November 2018 · 3 mos
Edward Jones
January 2015 - August 2018 · 3 yrs 7 mos
Edward JonesBroker
October 2014 - August 2018 · 3 yrs 10 mos
State Registrations22 states
ALARAZCACOFLGAIDILMNNCNDNHNMNVOHOKORSCTXUTWA
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.