John F. Bell

FREE STATE FINANCIAL PLANNING

Clarksville, MD

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CRD#: 4403368

Professional summary

John Francis Bell Jr., CFP®, who also goes by John Francis Bell Jr, John Francis Bell, John Bell, is a registered financial advisor currently at FREE STATE FINANCIAL PLANNING, LLC located in Clarksville, Maryland.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 3 firms and has passed the Series 65, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Francis Bell Jr | John Francis Bell | John Bell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: FINRA, Role: FINRA Arbitrator, Type: Other, Start Date: 06/15/2020, Investment Related?: No, Address: 1735 K Street, NW, Washington, DC 20006, Number of Hours/Mo: 0, Duties: Arbitrator for customer complaints and dispute resolution. St. Paul's Lutheran Church|Investment Related:No|11795 Scaggsville Rd.;Fulton;MD;20759;USA|Nonprofit Charitable Organizations|Financial Secretary|2022-06-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I am the financial secretary of the church and a member of the church's council. I am responsible for tracking donations for church members, preparing with the Treasurer an annual budget and reporting to the congregation on donations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Francis Bell Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

April 8, 2024 - Present

FREE STATE FINANCIAL PLANNING, LLC

RIA

CRD#: 330089

Clarksville, MD

Past

May 15, 2014 - January 10, 2024

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

February 10, 2014 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

Gaithersburg, MD

Past

February 10, 2014 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Gaithersburg, MD

Past

June 8, 2004 - February 10, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

OMAHA, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(4/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/7/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/18/2014

General Securities Principal Examination

Current Firm

FREE STATE FINANCIAL PLANNING, LLC

CRD#: 330089 / SEC#:

Maryland

Registered Investment Advisory firm - (4/8/2024 Approved)

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Contact information

Main Address

Clarksville, MD

Mailing Address

Po Box 553, Highland, MD 20777

Phone number

(240) 389-2355

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John F. Bell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Francis Bell Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

FREE STATE FINANCIAL PLANNING, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/7/2004

SIE

Date: 10/1/2018

Series 7

Date: 5/15/2014

Series 24

Date: 9/18/2014

Current Firm

FREE STATE FINANCIAL PLANNING, LLC

Contact information

Documents

Red Flags

Company Information

FREE STATE FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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