John Wade Reagan

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 03/2021
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 04/2021 → 06/2025
  Western International Securities, Inc.
  Pasadena, CA
• 06/2025 → Present
  Lpl Financial Llc
  Waxahachie, TX

Previous Registrations

• 2021-04-21 → 2025-06-05
  Western International Securities, Inc.
  Waxahachie, TX
  Pasadena, CA
  Waxahachie, TX
• 2009-03-30 → 2021-04-15
  Wells Fargo Clearing Services, Llc
  Addison, TX
  Waxahachie, TX
  Dallas, TX
  Addison, TX
  Dallas, TX
  Fort Worth, TX
  Fort Worth, TX
• 2001-02-20 → 2009-04-15
  Citigroup Global Markets Inc.
  Waxahachie, TX
  Waxahachie, TX

Other Businesses

1. 6/5/2025: REAGAN WEALTH MANAGEMENT; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/20/2021; 160hrs/mo.; 130hrs during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-25
• S63 Uniform Securities Agent State Law Examination
  1998-03-18

Designations

• Certified Financial Planner