James Reed
James Reed is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 27 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
1055 Lpl Way, Fort Mill, SC, 29715
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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
James is a part owner and agent for Property & Casualty Insurance at George A Reed Agency Inc. since 1990, dedicating nearly full-time hours to this role. He also owns two real estate rental properties, AA-REED LLC and REED-LLC, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
The (wilson) Williams Financial GroupBroker
Pro-Integrity Securities, INC.Broker
Fortune Financial Services, INC.Broker
Hackett Associates, INC.Broker
Advantage Capital CorporationBroker
State Registrations3 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.