Steven Reents is a CFP-designated registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 23 years of industry experience. Steven 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
200 Ashford Ctr N Ste 400, Atlanta, GA, 30338
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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 Activities
Steven operates his LPL business under two DBAs: Gaynes Financial Services and Integrated Financial Group, spending nearly full-time on the latter. He also authored a novel and plans to self-publish it on Amazon, dedicating a few hours per week to this endeavor.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Telesis INCBroker
Financial Telesis, INC.
Arista Investment Advisors, LLC
Invest-N-U, LLC
Kring Financial Management
Triad Advisors, INC.Broker
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
State Registrations1 state
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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