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Donnie B

Series 65, Series 63

Albuquerque, NM

LPL Financial

Donnie Bell is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. His prior roles include positions at Fidelity Investments, J.P. Morgan Securities, and Voya Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting customized investment strategies through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jose S

Series 65, Series 63

Albuquerque, NM

LPL Financial

Jose Soto Loya is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Kirtland Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by proprietary research and a broad platform of third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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