Allison Reeves
Allison Reeves is a CFP-designated registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 26 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
2295 Parklake Dr NE Ste 570, Atlanta, GA, 30345
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Allison is a DBA for LPL business through Century Plan Solutions LLC, dedicating nearly all of her time to this investment-related activity. She also owns a non-variable insurance business, spending about 10% of her time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
Hinton Mccurry, LLC
Dempsey Financial Network, INC.Broker
Cadaret, Grant & CO., INC.Broker
Manequity, INC.Broker
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.