Jennifer Reed is a registered investment advisor at LPL Financial LLC, based in Richland, NY, with 24 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
Richland, NY
Get directionsHistory
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 Activities
Jennifer is a photographer for Photographic Memories, dedicating about 10-20% of her time to wedding photography since 2008. She also works part-time for the Disabled Persons Action Organization and owns rental real estate, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Fis Securities, INC.Broker
State Registrations2 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.