Shelley Reeves (CRD# 2835981) is an Investment Advisor Representative working at Private Advisor Group, LLC in Vista, CA and has over 26 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisor Group, LLC | Vista, CA | Feb 2020 - Current | 4 |
| Lpl Financial, LLC | Vista, CA | Feb 2020 - Current | 4 |
| Independent Financial Group, LLC | San Diego, CA | Mar 2018 - Feb 2020 | 1 |
| Independent Financial Partners | Vista, CA | Nov 2017 - Mar 2018 | < 1 |
| Lpl Financial, LLC | Vista, CA | Jun 2016 - Mar 2018 | 1 |
| Lpl Financial | San Diego, CA | Sep 2009 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- CA
-
Total Assets Under Management31,536MILLIONS
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Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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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