Michelle
Reynolds

Lpl Financial LLC

CRD#5988436
Investment Advisor
in Austin, TX

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About this Advisor

Michelle Reynolds is a financial advisor who works out of Austin, Texas. Reynolds is on the advisory team at Lpl Financial LLC. Reynolds has gained experience at Edward Jones, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Kovack Securities, Inc, Kovack Advisors, Inc, Securities Service Network, Ssn Advisory, Inc, Securities America, Inc, Securities America Advisors, Inc and Lpl Financial LLC. Reynolds has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Lpl Financial LLC is a registered investment firm based in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in assets under management among its 1,688,501 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth clients who have at least $1 million in assets. Lpl Financial LLC provides a diverse range 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 depend on the services offered. However, fee types charged by Lpl Financial LLC likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

Austin, TX

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

TX Average: 13
Total Number of Accounts

1,688,501

TX Average: 661
Average Account Size

$217,956

TX 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

Michelle Reynolds Work History

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

2023 - Present (1 year)

Lpl Financial LLC

2020 - 2023 (3 years)

Securities America, Inc

2020 - 2023 (3 years)

Securities America Advisors, Inc

2019 - 2020 (1 year)

Securities Service Network

2019 - 2020 (1 year)

Ssn Advisory, Inc

2017 - 2019 (2 years)

Kovack Securities, Inc

2017 - 2019 (2 years)

Kovack Advisors, Inc

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors LLC

2011 - 2015 (4 years)

Edward Jones

*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 Michelle Reynolds 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
Gregory Yuen
Aptos, CA
Kevin Harvey
Chico, CA
Hope Hoch
Oldsmar, FL
Joseph Praino
Purchase, NY
Rebecca Chiccino
Charlestown, MA
Keith Clark
Corpus Christi, TX
Scott Feher
Walnut Creek, CA

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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