user avatar

Ryan Bell

Advisor at LPL Financial

Updated today

Location

Thomasville, GA 31792

Credentials

Series 66

Industry experience

18 years

About

Ryan Bell is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bell & Clements Tax Solutions, Amryn Tax Advisors, and Waddell & Reed. Outside of his advisory role, he is a partner in a tax preparation and accounting business. 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 investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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

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

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

226 East Jackson St., Suite 2

Thomasville, GA 31792

Most active in

Florida · Georgia · Texas

Work history

LPL Financial

2021 - Present (5 years)

Bell & Clements Tax Solutions, LLC

2017 - 2021 (4 years)

Amryn Tax Advisors LLC

2017 - 2021 (4 years)

Amryn LLC

2017 - 2021 (4 years)

Various Insurance Carriers For W&R Insurance Agencies

2013 - 2021 (8 years)

Waddell & Reed, Inc

2013 - 2021 (8 years)

5 Star Life Insurance Company

2012 - 2021 (9 years)

Ryno Capital Advisors, Inc.

2012 - 2021 (9 years)

RK Bell & Co, Inc

2012 - 2021 (9 years)

Americo Financial Life & Annuity Insurance Company

2011 - 2021 (10 years)

Crowning Pointe Properties, Inc.

2006 - 2017 (11 years)

Disclosures

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

Business activities & affiliations

user avatar

Fred J

Series 66

Thomasville, GA

Wiregrass Asset Management

Fred Jones is a financial advisor with Wiregrass Asset Management in Thomasville, GA, holding a Series 66 designation and 25 years of industry experience. He has worked with Wiregrass Investment Management LLC since 2016 and has been affiliated with LPL Financial since 2015. Outside of his advisory work, he is associated with a family farm business for tax and investment purposes. Wiregrass Asset Management provides wealth management, discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamental, value-oriented investment approach through proprietary model portfolios and manages both discretionary and non-discretionary accounts.

Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

John P

Series 65

Thomasville, GA

MMHP Investment Advisors

John Parker is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Murphy Middleton Hinkle & Parker, Inc. since 2008 and is also associated with Parkway Wealth Management, LLC. MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third-party managers, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $404 million across about 360 client accounts, focusing on customized asset allocation and a combination of fundamental and technical analysis.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

David M

Series 63, Series 65

Thomasville, GA

MMHP Investment Advisors

David Middleton is a financial advisor at MMHP Investment Advisors in Thomasville, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Murphy Investment Management Company since 1995. MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third-party managers, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $404 million across about 360 accounts with a two-advisor platform, focusing on customized asset allocation and both fundamental and technical analysis.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Kathy B

Series 63, Series 65, Series 66

Thomasville, GA

AMB Wealth, LLC

Kathy Bartlett is a financial advisor at AMB Wealth, LLC with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining AMB Wealth, she worked at SunTrust Advisory Services and SunTrust Bank from 2009 to 2021. Bartlett is also a licensed real estate sales associate in Florida and serves as Vice-President and Treasurer of Bartlett Real Estate LLC. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a mix of global macro, sector allocation, quantitative screening, and qualitative analysis in managing its portfolios.

Private / alternative investments Real estate investing
user avatar

Miron A

Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Miron Allen Jr. is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Allen, Mooney and Barnes Investment Advisors since 2004 and with Allen, Mooney and Barnes Brokerage Services since 2006. Outside of advising, he serves as co-trustee of the Parker Poe Charitable Trust and holds board and leadership roles in hospitality-related investments. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a portfolio management committee that integrates global macro, sector allocation, quantitative screening, and qualitative analysis across equity and fixed income investments.

Private / alternative investments Real estate investing
user avatar

Vann P

CFP®, Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Vann Pitts is a CFP® with seven years of industry experience, currently serving at AMB Wealth, LLC. He has worked at Allen, Mooney and Barnes Investment Advisors and Brokerage Services since 2018 and previously held roles at Ag Pro and Valdosta State University. Outside of his advisory work, Pitts directs travel baseball tournaments and hosts a podcast. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of global macro, sector allocation, quantitative, and qualitative analysis in managing portfolios, serving a diverse client base including pension plans, foundations, municipalities, and insurance companies.

Private / alternative investments Real estate investing
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")