AB
AB

Adeline Jasmine Bellot

8 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
156 advisors
Number of Clients
16,313 clients
Average Client Portfolio
$520K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:$5K
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Location

525 University Avenue, Suite 200, Palo Alto, CA, 94303

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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

Adeline operates under Stanford Federal Investment Services as a DBA for her LPL business, dedicating full-time hours to securities trading. She also provides investment advisory services through Mariner Independent Advisor Network LLC, an independent investment advisor firm, spending full-time hours on this activity as well.

Employment History
Current Registrations
Mariner Advisor Network
July 2017 - Present · 8 yrs 7 mos
LPL Financial LLC
January 2017 - Present · 9 yrs 1 mo
LPL Financial LLCBroker
January 2017 - Present · 9 yrs 1 mo
State Registrations24 states
AZCACOCTDCFLGAHIIAILKSMAMDMNMTNDNMNVNYORPATXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.