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Christopher Bell

8 Years of Experience
Federal Way, WA
1 DisclosureBroker

Christopher Bell is a registered investment advisor at LPL Financial LLC, based in Federal Way, WA, with 8 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

34024 Hoyt Rd. Sw, Federal Way, WA, 98023

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History

Regulatory History (1)
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Criminal
October 2007
Final Disposition
Other Business Activities

Christopher operates under WSECU Investment Management and WSECU Investment Services as a DBA for his LPL business. He also owns and operates Tacoma Battery Refurbishing, dedicating about 10-20% of his time to it.

Employment History
Current Registrations
LPL Financial LLC
May 2022 - Present · 4 yrs 5 mos
LPL Financial LLC
May 2022 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Wsecu Investment Management
September 2022 - December 2024 · 2 yrs 3 mos
Edward Jones
July 2019 - May 2022 · 2 yrs 10 mos
Edward JonesBroker
July 2019 - May 2022 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - July 2019 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2018 - July 2019 · 1 yr 6 mos
State Registrations8 states
AZCAFLIDMIORTXWA
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.
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