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Allina Dresslar Bell

Advisor at LPL Financial — La Grange, GA

Updated today

Credentials

Series 63, Series 66

Experience

14 years

Location

LaGrange, GA 30240

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,422 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Allina Bell is a financial advisor with LPL Financial in LaGrange, GA, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She previously worked at Raymond James Financial Services for 12 years and has experience as an independent insurance agent. Outside of her advisory role, she is the owner of Spring Creek Farm, a small equestrian boarding and lesson facility where she is involved in operations on evenings and weekends. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research, and technologies to support diversified investment strategies.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

La Grange, GA

301 West Haralson Street

La Grange GA 30240

Advisors at this office

3

Most active in

Georgia · Texas

Work history

14 years of industry experience

LPL Financial LLC

2026 - Present • 1 year

Lagrange, GA

Raymond James Financial Services Advisors INC.

2014 - 2026 • 12 years

Lagrange, GA

Raymond james Financial Services, Inc.

2014 - 2026 • 12 years

Lagrange, GA

Independent insurance agent

2005 - 2026 • 21 years

Upatoi, GA

Poplar Place Farm

2004 - 2018 • 14 years

Hamilton, GA

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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Tyler B

CFP®

Lagrange, GA

Baker Wealth Group LLC

Tyler Baker is a CFP® professional with eight years of industry experience. He is the founder and sole advisor at Baker Wealth Group LLC, an independent firm based in Lagrange, GA. Prior to establishing his own firm in 2022, he worked at Mariner Wealth Advisors and Willis Johnson & Associates. Baker Wealth Group LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients. The firm focuses on tailored portfolios using asset allocation, technical analysis, and trading strategies, and offers select clients access to third-party tax return preparation.

Annuities General estate planning guidance
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Natalie P

CFP®, Series 66, Series 65, Series 63

LaGrange, GA

Kestra Private Wealth Services, LLC

Natalie Phillips is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC since 2024, following a 17-year tenure at Edward Jones. Outside of her advisory work, she owns and manages JLCCJ Properties, a real estate business. Kestra Private Wealth Services, LLC serves a diverse client base including individual investors, retirement plans, and institutional entities, offering a range of advisory and investment management solutions across multiple platforms.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Daniel P

Series 63, Series 66

Lagrange, GA

The Fiduciary Alliance

Daniel Phillips is a financial advisor at The Fiduciary Alliance with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Madison Park Capital Advisors, LLC and Charles Schwab & Co., Inc. Outside of his advisory role, he is a cofounder and 10% owner of Bloxx, LLC, an electronic privacy protection company. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a multi-division approach with a network of representatives operating under their own business names and uses a variety of analytical methods, including fundamental and technical analysis, to guide investment decisions.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Kyle C

CFP®, Series 66

Lagrange, GA

The Fiduciary Alliance

Kyle Crawford is a CFP® with 24 years of industry experience, currently practicing at The Fiduciary Alliance since 2024. His prior work includes roles at Bison Wealth, LLC and SA Stone Wealth Management, Inc., spanning over a decade. He also serves as a member of the Planning and Zoning Board for the City of Lagrange, GA, a position he has held since 2009. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, retirement plans, and other advisers. The firm employs a variety of analytical approaches and discretionary portfolio management, with notable involvement in ERISA 3(21) nondiscretionary services and collaboration with third-party managers.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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Michael C

Series 65

Lagrange, GA

The Fiduciary Alliance

Michael Childress is a financial advisor at The Fiduciary Alliance in Lagrange, GA, holding a Series 65 designation with one year of industry experience. Before joining The Fiduciary Alliance, he worked at Senior Select Insurance and has a background in education spanning nine years. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers, utilizing a mix of fundamental, technical, and cyclical analysis alongside discretionary portfolio management and third-party resources.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Patrick F

Series 66

Lagrange, GA

Truist Advisory Services

Patrick Flora is a financial advisor with Truist Advisory Services, holding a Series 66 credential and over 20 years of industry experience. His career includes roles at Truist Bank, Truist Investment Services, and earlier positions in retail and hospitality. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and third-party platform arrangements.

Founder/Business Owner Executive
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