Jeffrey Reeves
Jeffrey Reeves is a registered investment advisor at LPL Financial LLC, based in Bentonville, AR, 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
1101 Mallard Place Suite C, Bentonville, AR, 72712
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2010Other Business Activities
Jeffrey is associated with Summit Wealth Management as a DBA for his LPL business since 2014. This activity is investment-related and takes nearly all of Jeffrey's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Arvest Asset Management
Arvest Asset ManagementBroker
Raymond James Financial Services, INC.Broker
Arvest Asset ManagementBroker
State Registrations16 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.