Steven Reents is a CFP-designated registered investment advisor at LPL Financial LLC, based in Atlanta, GA, 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
200 Ashford Ctr N Ste 400, Atlanta, GA, 30338
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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