Unclaimed
Laura Beth Reed is a financial advisor associated with LPL Financial LLC, a well-established financial services firm. With over 18 years of experience in the financial industry, Laura has a strong track record of providing comprehensive financial guidance to her clients. She holds both Series 7 and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE) certification. Laura specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. She is dedicated to helping her clients achieve their financial goals, and she takes a personalized approach to ensure that her clients' needs are met.
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
TN
02/08/2006 - Present
LPL Financial LLC (UNION CITY TN)
TN
07/27/2004 - 01/09/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (UNION CITY TN)
BC
Issued 11/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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