Donnie Bell
Donnie Bell is a registered investment advisor at LPL Financial LLC, based in Albuquerque, NM, with 10 years of industry experience. Donnie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
6440 Gibson Blvd Se, Kirtland Financial Services, Albuquerque, NM, 87108
Get directionsHistory
Regulatory History (1)
Financial
December 2017Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Strategic Advisers LLC
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations5 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.
Exams
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