AB
AB

Antenielle Marie Bell

20 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Fees for Personal Advisory Services are hourly, with a minimum of $300. Fees for Business Advisory Services are hourly, with a minimum of $400. Personal CFO Services are a flat annual fee or hourly, billed quarterly.

One-Time Plan:From $300
Hourly Rate:$40 - $290/hr
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Location

9820 Westpoint Drive Ste. 400, Indianapolis, IN, 46256

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Antenielle operates Harbour Wealth Partners and antenielle.bell@livewellsleepwell.com as DBAs for her LPL business, dedicating full-time hours to each. She also works full-time as a registered investment advisor with Harbour Wealth Partners, providing financial advice and brokerage services.

Employment History
Current Registrations
Harbour Wealth Partners, INC.
November 2014 - Present · 11 yrs 3 mos
LPL Financial LLC
September 2014 - Present · 11 yrs 5 mos
LPL Financial LLCBroker
May 2012 - Present · 13 yrs 9 mos
Previous Registrations
Charter Advisory Corporation
June 2012 - September 2014 · 2 yrs 3 mos
Edward Jones
March 2007 - June 2012 · 5 yrs 3 mos
Edward JonesBroker
August 2005 - June 2012 · 6 yrs 10 mos
State Registrations9 states
CACOFLINKSKYOHSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.