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John Reeder

26 Years of Experience
Baton Rouge, LA
BrokerSells Insurance

John Reeder is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, 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
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

10313 Jefferson Hwy Ste B, Baton Rouge, LA, 70809

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John is involved with several businesses, including Altus Benefit Solutions LLC (non-variable insurance and insurance agency), Altus Wealth Management, Gladstone Wealth Partners, Altus Real Estate LLC, Reeder Financial LLC, and Altus Holdings, LLC. He dedicates about a quarter of his time to Altus Benefit Solutions LLC and minimal time to Altus Holdings, LLC.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2021 - Present · 4 yrs 6 mos
LPL Financial LLC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Geneos Wealth Management, INC.
May 2012 - November 2021 · 9 yrs 6 mos
Geneos Wealth Management, INC.Broker
April 2012 - November 2021 · 9 yrs 7 mos
LPL Financial LLC
October 2009 - May 2012 · 2 yrs 7 mos
LPL Financial LLCBroker
October 2009 - May 2012 · 2 yrs 7 mos
Allstate Financial Services, LLCBroker
April 2005 - September 2009 · 4 yrs 5 mos
Linsco/private Ledger CORP.
May 2003 - November 2004 · 1 yr 6 mos
Linsco/private Ledger CORP.Broker
February 2002 - November 2004 · 2 yrs 9 mos
Morgan Keegan & Company, INC.Broker
May 2000 - March 2002 · 1 yr 10 mos
Walnut Street Securities, INC.Broker
May 1999 - December 1999 · 7 mos
Jefferson Pilot Securities CorporationBroker
February 1999 - June 1999 · 4 mos
Pruco Securities CorporationBroker
September 1998 - November 1998 · 2 mos
State Registrations23 states
ALARCACTFLGAIAIDINLAMSNCNVNYOKORSCTNTXUTVAWAWI
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.