LPL Financial (LPLA) announced that father and son financial advisors Robert Bell, and Keegan Bell, have launched a new independent practice, Bell Wealth Partners, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. The team reported serving approximately $450 million in advisory, brokerage and retirement plan assets and joins LPL from Raymond James. Headquartered in Fairbanks, Alaska with an additional office in Medford, Ore., the ensemble practice has developed a strong reputation over the years for providing holistic experiences and personalized services to address each aspect of a client’s financial life.
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