Lindy A Bell

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 05/2025
  Transamerica Financial Advisors, Inc
  Pasadena, CA
• 11/2013 → 05/2025
  Wfgia
  Pasadena, CA
• 01/2017 → 01/2018
  Tendpot Inc
  San Bernadino, CA
• 07/2021 → 05/2025
  Kyros Ai Corp
  Palo Alto, CA
• 11/2021 → Present
  National Association Of Social Security Analysts
  Arcadia, CA
• 04/2017 → 12/2023
  Lindy Ai Bell Advisors
  Arcadia, CA
• 10/2002 → 05/2025
  World System Builders (Wsb)
  Alviso, CA
• 07/2021 → Present
  Association Of Certified College Fund Specialist
  Dana Point, CA
• 07/2024 → 05/2025
  Net Law
  Louisville, KY
• 05/2025 → Present
  Lpl Enterprise Llc
  Pasadena, CA

Other Businesses

1. 05/21/2025 - Association of Certified College Fund Specialist - Other - INV REL - Glendora, CA - Start Date 07/15/2021 - 10 HRS/MO 2. 05/21/2025 - National Association of Social Security Analysts - Other - INV REL - Glendora, CA - Start Date 07/01/2021 - 2 HRS/MO 3. 05/21/2025 - Grace Lion Clug - Non-Profit Board Member - NOT INV REL - Baldwin Park, CA - Start Date 07/01/2024 - 10 HRS/MO 4. 05/21/2025 - Golden Future Academy - DBA for LPL Business (entity for LPL business) - INV REL - Pasadena, CA - Start Date 01/01/2024 - 40 HRS/MO 5. 05/23/2025- Prudential Advisors-Financial Professional-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 05/08/2025-160hrs/mth-160hrs/mth during trading 2) 05/23/2025- Lindy Bell-Financial Professional-Non-Variable Insurance/Insurance Agency-Inv related-At Glendora, CA-Start date 05/08/2025-160hrs/mth-160hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-18
• S63 Uniform Securities Agent State Law Examination
  2015-10-30

Other Names

• Dong Ai