Reena Oettinger is a registered investment advisor at LPL Financial LLC, based in Ocean City, MD, with 34 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
9927 Stephen Decatur Hwy Ste, 19, Ocean City, MD, 21842
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Reena is involved in three outside business activities. She owns rental real estate through VKRJ Inc. and James & Reena Oettinger, spending minimal time on these activities. She also works full-time for Old Dominion Investment Corp, a DBA for her LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Investors Security Company, INC.
Investors Security Company, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations33 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.