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Timothy Reeves

LPL Financial LLC
38 Years of Experience
St. Charles, MO
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Timothy Reeves is a registered investment advisor at LPL Financial LLC, based in St. Charles, MO, with 38 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

820 South Fifth St, St. Charles, MO, 63301

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2017
Denied
Customer Dispute
January 2014
Denied
Customer Dispute
September 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Timothy is involved with Beacon Support Services LLC and Beacon Advisor Group, both investment-related. He also sells life and fixed annuity insurance products, dedicating minimal time to this, and has seasonal employment at Kohls, spending about a third of his time there.

Employment History
Current Registrations
LPL Financial LLC
December 2022 - Present · 3 yrs 10 mos
LPL Financial LLCBroker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
LPL Financial LLC
December 2022 - December 2022 · 0 mos
Royal Alliance Associates, INC.
October 2017 - December 2022 · 5 yrs 2 mos
Royal Alliance Associates, INC.Broker
October 2017 - December 2022 · 5 yrs 2 mos
Royal Alliance Associates, INC.
October 2017 - October 2017 · 0 mos
National Planning CorporationBroker
November 2007 - October 2017 · 9 yrs 11 mos
National Planning Corporation ("npc of America" in Fl & Ny)
November 2007 - October 2017 · 9 yrs 11 mos
American General Securities Incorporated
November 2006 - November 2007 · 1 yr
American General Securities IncorporatedBroker
October 2002 - November 2007 · 5 yrs 1 mo
Franklin Financial Services CorporationBroker
January 1988 - October 2002 · 14 yrs 9 mos
State Registrations9 states
ALARCOILINMDMONENV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Timothy Reeves - Financial Advisor | TrueAdvisor