Tony
Reid

Lpl Financial LLC

CRD#7486819
Investment Advisor
in Battle Creek, MI

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About this Advisor

Tony Reid is a financial advisor who works in Battle Creek, Michigan. Reid is an advisor for Lpl Financial LLC. During their career, the advisor has held roles at Kellogg Community Credit Union, United States Air Force, Student and Lpl Financial. Reid has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Lpl Financial LLC is a firm based out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It controls $368 billion in assets under management between its 1,688,501 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a broad assortment of services, including 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. Financial management fee schedules largely vary depending on the financial services. Fee types charged by Lpl Financial LLC can consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

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

Office Location

6427 B Drive N
Battle Creek, MI 49014-7573

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

MI Average: $646,059,043
Total Number of Employees

31,366

MI Average: 13
Total Number of Accounts

1,688,501

MI Average: 661
Average Account Size

$217,956

MI Average: $977,396

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

Tony Reid Work History

Tony has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Lpl Financial

2021 - Present (3 years)

Kellogg Community Credit Union

2015 - 2022 (7 years)

United States Air Force

2012 - 2015 (3 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tony Reid to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Keith Clark
Corpus Christi, TX
Tracy Marlin
Newport Beach, CA
Robert Notarfrancesco
Bridgeport, CT
Rebecca Chiccino
Charlestown, MA
John Gehlhaart
Waukesha, WI
Joseph Sarbello
Sea Girt, NJ
Joseph Praino
Purchase, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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