Steven
Reents

Lpl Financial LLC

CRD#4548085
Investment Advisor
in Atlanta, GA
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About this Advisor

Steven Reents is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered investment advisor with Lpl Financial LLC, Reents has 14 years of experience in the financial advisory industry. Reents holds Series 63 and Series 66 licenses, certifying the advisor as a securities agent. Reents is able to advise clients in Georgia. During their career, the advisor has held roles at Kring Financial Management, Inc, Triad Advisors, Inc, Invest-N-U, LLC, Arista Investment Advisors, LLC, Princor Financial Services Corporation, Financial Telesis Inc, Mhn and Lpl Financial. Lpl Financial LLC is headquartered in Atlanta, Georgia, and has 8,011 offices in the United States. In aggregate, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 client accounts and retains more than 22,703 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lpl Financial LLC provides 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

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

200 Ashford Center N, Ste 400
Atlanta, GA 30338

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

GA Average: $16,012,751,954
Total Number of Employees

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA Average: $3,506,186

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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
  • Other

Steven Reents Work History

Steven has 14 years of experience.

2013 - Present (6 years)

Lpl Financial

2011 - 2013 (2 years)

Financial Telesis Inc

2009 - 2010 (1 years)

Invest-N-U, LLC

2009 - 2013 (4 years)

Arista Investment Advisors, LLC

2009 - 2010 (1 years)

Princor Financial Services Corporation

2007 - 2012 (5 years)

Mhn

2004 - 2009 (5 years)

Kring Financial Management, Inc

2004 - 2009 (5 years)

Triad Advisors, Inc

Disclosures

Steven Reents has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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