Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Bell is a financial advisor who has been in the industry since April 1987. Roger currently works at LPL Financial LLC and is registered with both FINRA and the state of Texas. Roger has previously held positions with Mutual Service Corporation and American General Securities Incorporated.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
09/08/2009 - Present
LPL Financial LLC (FRISCO TX)
TX
04/29/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (FRISCO TX)
TX
10/01/2002 - 04/30/2008
AMERICAN GENERAL SECURITIES INCORPORATED (FRISCO TX)
TX
04/28/1987 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 05/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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