Reagan Pettey is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 28 years of industry experience. Reagan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
7908 N. Sam Houston Pkwy #500, Houston, TX, 77064
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2006Other Business Activities
Reagan is a third-party administrator for Alliance Benefit Group of Houston, Inc., dedicating minimal time. He also operates ABG Consulting as a DBA for his LPL business, which is a full-time commitment, and has a business entity for tax/investment purposes only, Custom Benefit Services of Houston, Inc., requiring no time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
State Registrations9 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.
Exams
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