Fred Allen Bell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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

• 09/2014 → 10/2016
  Bank Of Commerce
  Greenwood, MS
• 05/2017 → 03/2021
  Valic Financial Advisors, Inc.
  Ridgeland, MS
• 11/2016 → 04/2017
  Unemployed
  Oxford, MS
• 03/2021 → Present
  Lpl Financial, Llc
  Oxford, MS
• 10/2022 → Present
  Oxford University Bank
  Oxford, MS

Previous Registrations

• 2017-08-29 → 2021-03-12
  Valic Financial Advisors, Inc.
  Ridgeland, MS
  Oxford, MS

Other Businesses

1) 3/2021 - DBA for LPL Business (entity for LPL business) - GILES MCPHALL WEALTH MANAGEMENT - Investment Related - 100% - Oxford, MS 38655

Exams

• S66 Uniform Combined State Law Examination
  2017-08-29

Other Names

• Fred Bell
• Fred Bell
• Al Bell