Sheldon Reed is a registered investment advisor at LPL Financial LLC, based in Palmdale, CA, with 32 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
39575 Trade Center Dr, Palmdale, CA, 93551
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Wescom Financial Services, LLC
Wescom Financial ServicesBroker
Wescom Financial Services, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Dfc Investor Services
Dfc Investor ServicesBroker
Xcu Capital Corporation, INC.
Xcu Capital Corporation, INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Wm Financial Services, INC.Broker
Griffin Financial ServicesBroker
Fn Investment CenterBroker
Fbs Investment Services, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations14 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.