Unclaimed
Timothy Reeves is a financial advisor with over 34 years of experience in the financial services industry. Timothy is currently registered with LPL Financial LLC. Timothy has held previous roles at Royal Alliance Associates, Inc., National Planning Corporation, and American General Securities Incorporated. Timothy is registered to offer investment advisory services in 11 states.
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
MO
12/21/2022 - Present
LPL Financial LLC (ST. CHARLES MO)
MO
10/16/2017 - 12/13/2022
ROYAL ALLIANCE ASSOCIATES, INC. (ST CHARLES MO)
MO
11/23/2007 - 10/18/2017
NATIONAL PLANNING CORPORATION (ST. CHARLES MO)
MO
10/01/2002 - 11/08/2007
AMERICAN GENERAL SECURITIES INCORPORATED (SAINT CHARLES MO)
TX
01/25/1988 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 10/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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