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Terry Reinhart

29 Years of Experience
Mitchellville, MD
1 DisclosureBroker

Terry Reinhart is a registered investment advisor at LPL Financial LLC, based in Mitchellville, MD, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

10274 Lake Arbor Way, Ste 206, Mitchellville, MD, 20721

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2010
Award / Judgment
Other Business Activities

Terry is involved with Reinhart & Associates PC, providing tax preparation, accounting, and CPA services since 1971. This investment-related activity takes about 10-20% of his time.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr 2 mos
LPL Financial LLC
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - May 2025 · 4 yrs 1 mo
H. Beck, INC.
January 2011 - April 2021 · 10 yrs 3 mos
Grove Point Investments, LLCBroker
January 2011 - May 2025 · 14 yrs 4 mos
Ssn Advisory, INC.
January 2010 - October 2010 · 9 mos
Securities Service Network, INC.Broker
January 2010 - October 2010 · 9 mos
Medallion Investment Services, INC.Broker
January 1999 - December 2009 · 10 yrs 11 mos
Medallion Advisory Services, LLC
August 1997 - December 2009 · 12 yrs 4 mos
Securities Service Network, INC.Broker
October 1996 - December 1998 · 2 yrs 2 mos
State Registrations9 states
ARDCDEMDNCNEOHTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.