RS
RS

Reginald Stiles

18 Years of Experience
Fort Wayne, IN
BrokerSells Insurance

Reginald Stiles is a registered investment advisor at LPL Financial LLC, based in Fort Wayne, IN, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

1001 Chestnut Hills Pkwy, Suite 110, Fort Wayne, IN, 46814

Get directions

History

Regulatory History
Clean regulatory record

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

Reginald works as an agent for One Resource Financial Consultants, offering insurance products and financial planning services. He also serves as a board member for a drug and alcohol consortium and works part-time at Walmart, dedicating about half of his time to the latter.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2025 - Present · 1 yr 2 mos
LPL Financial LLC
July 2025 - Present · 1 yr 2 mos
Previous Registrations
Next Financial Group, INC.
September 2014 - July 2025 · 10 yrs 10 mos
Next Financial Group, INC.Broker
September 2014 - July 2025 · 10 yrs 10 mos
H. Beck, INC.Broker
May 2009 - September 2014 · 5 yrs 4 mos
H. Beck, INC.
May 2009 - September 2014 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2007 - February 2009 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2007 - February 2009 · 1 yr 3 mos
State Registrations1 state
IN
AdvisorBrokerBoth

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
No exam information available for this advisor.