Jose
Reyes
Lpl Financial LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jose Reyes is a financial advisor operating out of El Paso, Texas with a total of 1 year of relevant experience. Reyes is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Security Service Fcu, Cetera Investment Services LLC, Wells Fargo Bank Na, Wells Fargo Advisors LLC, State Comptroller'S Office Of Texas, First Command Financial Services, First Command Advisory Services, First Command Financial Planning, Inc, First Command Insurance Services Inc, Cuna Brokerage Services, Inc, Cuna Mutual Group, First Light Credit Union and Lpl Financial LLC. Reyes holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Lpl Financial LLC is a firm operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It handles $368 billion in total assets across its 1,688,501 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a number of services, such as 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. Fees charged by financial advisors largely vary depending on which service is provided. Fee types billed by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Jose Reyes Work History
Jose has been registered as a financial advisor for 1 years.*
First Light Credit Union
Lpl Financial LLC
Cuna Brokerage Services, Inc
Cuna Mutual Group
First Command Advisory Services
First Command Financial Planning , Inc
First Command Insurance Services Inc
First Command Financial Services
State Comptroller'S Office Of Texas
Security Service Fcu
Cetera Investment Services LLC
Wells Fargo Bank Na
Wells Fargo Advisors LLC
*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 Jose Reyes 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
Fort Mill, SC
Grayson, KY
Los Angeles, CA
North Reading, MA
Lubbock, TX
Hauppauge, NY
Bellevue, WA
Venice, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
