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Ryan Reeves Sr.

Advisor at LPL Financial

Updated today

Location

Goose Creek, SC 29445

Credentials

CFP®, Series 66

Industry experience

24 years

About

Ryan Reeves Sr. is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial in Goose Creek, SC. He has worked at South State Bank since 2014, concurrently with his role at LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory financial products.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

218 St James Avenue

Goose Creek, SC 29445

Most active in

South Carolina · Texas

Work history

South State Bank (Formerly: SOUTH CAROLINA BANK & TRUST)

2014 - Present (12 years)

LPL Financial

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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