Melinda
Bell

Janney Montgomery Scott LLC

CRD#5894640
Investment Advisor
in Ligonier, PA

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About this Advisor

Melinda Bell is a financial advisor who works in Ligonier, Pennsylvania, with 8 years of relevant experience. Bell is an employee of Janney Montgomery Scott LLC. Over the course of their career, they have held roles at Janney Montgomery Scott and Janney Montgomery Scott LLC. Bell holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Janney Montgomery Scott LLC is a firm that has its headquarters in Philadelphia, PA. The company has offices in 118 locations and a total of 2,242 people on staff. It oversees $73 billion in total assets between its 216,397 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 1,526 charitable organizations. Of its 216,397 accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Janney Montgomery Scott LLC offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically are based on which services are provided. However, fee types charged by Janney Montgomery Scott LLC likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

121 East Main Street
Ligonier, PA 15658-1228

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$73,000,611,319

PA Average: $15,833,994,310
Total Number of Employees

2,242

PA Average: 41
Total Number of Accounts

216,397

PA Average: 3,342
Average Account Size

$337,346

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Melinda Bell Work History

Melinda has been registered as a financial advisor for 8 years.*

2023 - Present (1 year)

Janney Montgomery Scott LLC

2011 - 2023 (12 years)

Janney Montgomery Scott

*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 Melinda 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 Janney Montgomery Scott LLC

Timothy Mcdermott
Boca Raton, FL
Charles Noble
New Haven, CT
Michael Rossley
West Hartford, CT
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Thomas Mcdonald
Albany, NY
Jeffrey Schultz
Atlanta, GA
Stephanie Bailey
York, PA

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.

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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.

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