Derek
Bell
Legacy Planning Advisors, LLC
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About this Advisor
Derek Bell is a financial advisor based in Suwanee, Georgia, working with Legacy Planning Advisors, LLC. Derek has previously held positions at E*Trade Securities LLC, Collins Hill High School, University Of Georgia, Young Women's Christian Organization, University Of Georgia Campus Reservation, Events, And Technical, UGA Concussion Lab, Pathways Transition Programs, and The Strategic Financial Alliance, Inc. Derek has passed the Series 63 regulatory exam and is registered to provide services in Georgia. Currently, Derek is part of Legacy Planning Advisors, LLC, which operates out of Suwanee, Georgia. The firm has 3 employees and manages assets totaling $175.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Legacy Planning Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Legacy Planning Advisors, LLC Brokerage Details
$175,265,273
3
664
$263,954
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Derek Bell Work History
The Strategic Financial Alliance, Inc
E*Trade Securities LLC
E*Trade Securities LLC
Pathways Transition Programs
University Of Georgia Campus Reservation, Events, And Technical
Uga Concussion Lab
Young Women'S Christian Organization
University Of Georgia
Collins Hill High School
Disclosures
Please visit the SEC profile of Derek Bell 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 Legacy Planning Advisors, LLC
Suwanee, GA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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