Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Keith Reaves is a financial advisor with over 25 years of experience in the financial services industry. Brian has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Edward Jones, Banc One Securities Corporation and Metropolitan Life Insurance Company. Brian is currently a registered representative with LPL Financial LLC. Brian specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Brian is a Series 7, Series 6, Series 63, Series 99TO and SIE licensed professional.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
06/08/2017 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/23/2009 - 03/08/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
03/03/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
11/26/2004 - 02/10/2006
EDWARD JONES (MT HOLLY NC)
IL
10/16/1998 - 11/19/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
09/05/1995 - 11/04/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/05/1995 - 11/04/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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