Brent Reed
Brent Reed is a registered investment advisor at LPL Financial LLC, based in Lake Kiowa, TX, with 22 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
6713 Fm 902 Ste 2, Lake Kiowa, TX, 76240
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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 ActivitiesSells Insurance
Brent is involved in mortgage/real estate services since 2018 and runs an insurance agency since 2005. He also operates Brent Reed Financial Services as a DBA for his LPL business, dedicating full-time hours to it, and has a consulting business for tax/investment purposes only, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Dfpg Investments, LLC
Dfpg Investments, LLCBroker
Regal Securities, INC.Broker
Regal Advisory Services, INC.
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
State Registrations12 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.