Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Bell is a financial advisor at Legacy Planning Advisors, LLC, located in Suwanee, GA. Derek has been a Registered Representative since 2021 and is licensed to provide investment advice in Georgia. Derek is a Certified Financial Planner and provides financial planning services to individuals and families. Derek is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
06/10/2024 - Present
Legacy Planning Advisors, LLC (SUWANEE GA)
GA
04/08/2021 - 05/27/2022
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 04/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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