Willi Reif
Willi Reif is a registered investment advisor at LPL Financial LLC, based in Reading, PA, with 24 years of industry experience. Willi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Reading, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Willi co-owns rental property since 1990 and owns a property holding company, Keepsake Properties, since 2018. Willi also sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care, dedicating minimal time to this activity, and is a member/financial professional for Sequoia Wealth Solutions LLC, spending about half their time there.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Pruco Securities, LLC.Broker
State Registrations8 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.
Exams
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