Certified Financial Planner® LPL Financial located at TOPCU

Tucson Old Pueblo Credit Union partners with LPL Financial to assist members in preparing for the future and securing a financial strategy.


Tedd Bell

Certified Financial Planner®
(520) 918-0410 | tedd.bell@lpl.com

Certified Financial Planner® LPL Financial located at Tucson Old Pueblo Credit Union, serving City of Tucson employees.  LPL Financial is the broker/dealer.

Knowledge Areas:  Experience in all areas of financial planning including investment services (stocks, bonds, mutual funds), retirement planning, rollover IRAs from deferred compensation plan, annuities, life insurance, living trusts and wills, SEP/SIMPLE/401k plans, fee-based managed accounts. Special emphasis on developing and managing proprietary portfolios for clients with assets in excess of $100,000.

Credentials:  Series 6, 7, 63 and 66 securities registrations through LPL Financial. Life & Health insurance licenses Certified Financial Planner®.


2002 – 2004 Served as community educational specialist for Consumer Credit Counseling Southwest, advising on financial management and family budgeting.

2004 – 2005  Licensed rep with World Financial Group, providing life insurance, annuities, and retirement planning.

2005 – 2006 Financial Advisor for Merrill Lynch.

2006 to present Certified Financial Planner® LPL Financial located at Tucson Old Pueblo Credit Union.


25 years in the communications industry in sales, marketing, advertising, and strategic planning.  Lived and worked in Tucson, Phoenix, Denver, New Jersey, Salt Lake City, and Seattle.

Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  Tucson Old Pueblo Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.


FINRA Website
SIPC Website
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, TX and CO.


Rates may be fixed or variable and may include discounts or other promotional conditions. Rates are subject to change without notice.