Gary Reed is a registered investment advisor at LPL Financial LLC, based in San Angelo, TX, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
San Angelo, TX
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Gary is involved in several business activities, including First Legacy Wealth Management LLC, Dennis Reed CPA, Reed, McKee and Co., PC, REED AND MODAWELL, LLC, Marxman Sports, cattle ranching, and Dennis Reed Rentals. These activities range from investment-related roles to owning a gun business and cattle ranch, requiring minimal to a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Home Shopping Club Securities, INC.Broker
State Registrations9 states
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