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Carol B
CFP®, Series 63, Series 66
Hilo, HI
LPL Enterprise
Carol Bell is a CFP® professional with 18 years of industry experience, currently serving at LPL Enterprise since 2024. Her prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Better Money Decisions, and Charles Schwab. She is involved in teaching undergraduate and graduate courses at the American College of Financial Services, NYU School of Professional Studies, and the University of Virginia, and serves on the board of the Arizona chapter of the Cystic Fibrosis Foundation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.
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