Eric Reed is a registered investment advisor at LPL Financial LLC, based in Alexandria, LA, with 29 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
204 Pecan Park Avenue, Alexandria, LA, 71315-3527
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Regulatory History (1)
Customer Dispute
January 2024Other Business Activities
Eric operates under several DBAs and an LLC related to his LPL business and investment activities. He dedicates full-time hours to Reed Davis Wealth Management and minimal time to RDIG, LLC, which is for land purchase and building development.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
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.