Eric Reed, financial advisor Alexandria LA

Eric Reed

CRD Number: 2077638
Current Firm: Lpl Financial LLC

Eric Reed (CRD# 2077638) is an Investment Advisor Representative working at Lpl Financial LLC in Alexandria, LA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Alexandria, CA Oct 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S65 NASAA Investment Advisors Law Examination Dec 1996
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Eric J. Reed
Phone Number: 704-733-3300
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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