Shelley Reeves is a registered investment advisor at Private Advisor Group, LLC, based in Vista, CA, with 28 years of industry experience. Shelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
Vista, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shelley is affiliated with Private Advisor Group as a DBA for LPL business and as a Registered Investment Advisor Hybrid since October/November 2021. She dedicates nearly full-time hours to providing investment advisory services through Private Advisor Group.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western Wealth Management LLC
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Independent Financial Partners
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Miller Johnson Steichen Kinnard, INC.Broker
Miller, Johnson & Kuehn, IncorporatedBroker
Dougherty Summit Securities LLCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations53 states
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