Lpl Financial LLC
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About this Advisor
Gay Reeves is an advisor who works out of San Diego, California. Currently a registered advisor with Lpl Financial LLC, they have accumulated 15 years of experience as a financial advisor. Reeves has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Reeves is able to operate based out of California and Texas. Reeves has spent their whole career at Lpl Financial LLC. Lpl Financial LLC is headquartered in San Diego, California, and has 8,011 locations throughout the United States. In aggregate, Lpl Financial LLC manages $153 billion in assets throughout 680,466 accounts and retains more than 22,703 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Lpl Financial LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gay Reeves Work History
Gay has 15 years of experience.
Lpl Financial LLC (F/K/A Linsco/Private Ledger)
Gay Reeves has no disclosures.
Please visit their SEC profile for more details.