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John Bell

Advisor at Primerica Advisors

Updated today

Location

Lebanon, KY

Credentials

Series 63, Series 65

Industry experience

40 years

About

John Bell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at Primerica Advisors since 1985 and Primerica Financial Services since 1991. His prior experience includes roles at GP Dental and PreXion Inc. Bell also receives compensation for sales and referrals related to home loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Client services

Based on Primerica Advisors

Portfolio management

Expertise

Based on Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning

Fee options

Percentage

$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)

Other

Account minimum: $25,000

Location

Lebanon, KY

Most active in

Kentucky

Work history

PreXion Inc

2017 - 2021 (4 years)

GP Dental

2009 - 2024 (15 years)

Primerica Financial services

1991 - Present (35 years)

Primerica Advisors

1985 - Present (41 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher M

CFA®, Series 63

Lebanon, KY

Chadds Ford Wealth Partners, LLC

Christopher Madel is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Company from 1998 to 2017. Between 2017 and 2019, he was retired. Chadds Ford Wealth Partners is an employee-owned firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers comprehensive wealth management and advisory services, employing customized investment strategies that include equities, fixed income, and alternatives, while incorporating ESG preferences through independent research providers.

Wealth management Private / alternative investments ESG / Sustainable investing Founder/Business Owner Retired
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Charles W

Series 63, Series 66

Lebanon, KY

Creative Financial Designs, Inc.

Charles White is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Creative Financial Designs since 2008 and currently serves as a consultant-CPA at White and Company PSC. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a variety of investment strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Charles C

Series 66

Springfield, KY

Truist Advisory Services

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Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Retired

Adam P

CFP®, Series 63, Series 66

Lebanon, KY

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer
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David W

Series 65, Series 66

Lebanon, KY

LPL Financial

David Winebrenner Jr. is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Cetera Advisor Networks LLC for five years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in managing an insurance agency. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Brandon T

Series 66

Springfield, KY

Edward Jones

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