William Reed is a registered investment advisor at LPL Financial LLC, based in Grand Junction, CO, with 6 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
631 24 1/2 Rd Ste A, Grand Junction, CO, 81505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William owns Cody Reed Photography and Reed Room Rentals. He also has a business entity, Reed Wealth Management, for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations6 states
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