Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Neal Bell is a financial advisor with over 25 years of experience in the industry. Roger is currently registered with LPL Financial LLC and has a Series 6, 7, 63 and 65 licenses. Roger has a strong background in financial planning and portfolio management, serving individual clients as well as corporations, charitable organizations and pension plans. Roger has been registered in several states including Alabama, Arkansas, California, Georgia, Louisiana, Missouri, North Carolina, Tennessee and Texas. Previously, Roger was registered with EDWARD JONES and FIRST AMERICAN NATIONAL SECURITIES, INC.
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
LA
04/26/2011 - Present
LPL Financial LLC (SHREVEPORT LA)
MO
03/24/1998 - 08/10/2004
EDWARD JONES (ST. LOUIS MO)
GA
11/22/1989 - 12/31/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 06/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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