Christopher 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

• 02/2016 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tacoma, WA
• 02/2016 → 07/2019
  Bank Of America, N.A.
  Tacoma, WA
• 07/2019 → 05/2022
  Edward Jones
  St Louis, MO
• 05/2022 → Present
  Lpl Financial Llc
  Lakewood, WA
• 05/2022 → Present
  Washington State Employee Credit Union
  Lakewood, WA

Previous Registrations

• 2022-09-16 → 2024-12-18
  Wsecu Investment Management
  Lakewood, WA
  Puyallup, WA
  Federal Way, WA
• 2019-07-19 → 2022-05-17
  Edward Jones
  Federal Way, WA
• 2018-04-12 → 2019-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Auburn, WA
  Auburn, WA
  Tacoma, WA
  Bellevue, WA
  Auburn, WA

Other Businesses

1) 5/2022- Investment products and services are offered through LPL Financial LLC using the DBA/trade name WSECU Investment Management - Inv related - at reported business location(s) 2) 1/27/2023 - Tacoma Battery Refurbishing - Not Investment Related - Home Based - Business Owner - Owner, Operator - Start Date - 01/23/2023 - 20 Hours Per Month/0 Hours During Securities Trading 3) 12/03/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name WSECU Investment Services - Investment Related - At Reported Business Location(s) - Start Date 11/29/2024

Exams

• S66 Uniform Combined State Law Examination
  2018-04-09

Other Names

• Christopher Bell
• Christopher William Bell