Barbara Reese is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sacramento, CA, with 33 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
Sacramento, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barbara owns rental real estate properties, including a vacation rental and another property since 2018. She is also a co-owner of Stoney's Rockin' Rodeo Restaurant. The vacation rental takes about 10-20% of Barbara's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations4 states
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