Willi Reif
Willi Reif is a registered investment advisor at LPL Financial LLC, based in Reading, PA, with 23 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
Reading, PA
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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.