Delynn
Zell
Bridgeworth Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Delynn Zell is a certified financial planner who works in Birmingham, Alabama who has 11 years of industry experience. Zell currently works for Bridgeworth Wealth Management. During their career, the advisor has held roles at Lpl Financial LLC and Bridgeworth, LLC (Dba: Bridgeworth Financial, LLC). Zell maintains a Series 63 license, qualifying them as a securities agent, and can work in Alabama, Maryland and Texas. Bridgeworth Wealth Management is an advisory company based in Birmingham, AL. The firm has a total of 60 employees. It administers $2 billion in assets across its 5,489 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 17 charitable organizations. Of its 5,489 accounts, 36% belong to high-net-worth clients who have at least $1 million in assets. Bridgeworth Wealth Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management typically are based on which services are provided. Fee types charged by Bridgeworth Wealth Management likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bridgeworth Wealth Management Brokerage Details
$2,016,498,230
60
5,489
$367,371
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Delynn Zell Work History
Delynn has been registered as a financial advisor for 11 years.*
Lpl Financial LLC
Bridgeworth, LLC (Dba: Bridgeworth Financial, LLC)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Delynn Zell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bridgeworth Wealth Management
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
