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Philip Reed

LPl Financial LLC

S Portland, ME

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2019-05-20
  • ME RA
    APPROVED
    Since 2019-05-20

Branch Locations

707 Sable Oaks Dr Ste 390, S Portland, ME 04106-6953 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Law Office Of Philip M. Reed, Llc Crested Butte CO 07/2016 01/2019
Lpl Financial Llc South Portland ME 12/2018 Present
  • 07/2016 → 01/2019
    The Law Office Of Philip M. Reed, Llc
    Crested Butte, CO
  • 12/2018 → Present
    Lpl Financial Llc
    South Portland, ME
Other Businesses

1. 06/05/2026 - TRSS Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 hours per month/ 130 hours during trading 2. 06/09/2026 - Golden Road Financial LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - South Portland, ME - Start Date 07/01/2026 - 0 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-19
  • S66 Uniform Combined State Law Examination
    2019-02-19

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RICHARD BROTHERS, FINANCIAL ADVISORS
SAVANT WEALTH MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

DAVID A HANSON
CARL FREDERICK HANSON
Colby Perigo
BRUCE ROBERT SAWYER
ANDREW COOPER STICKNEY
THOMAS EDWARD BRUNELLE
MICHAEL ALAN REED
EDWARD J TURRISI

Other Offices

CETERA INVESTMENT ADVISERS LLC · SOUTH PORTLAND, ME
KEY INVESTMENT SERVICES LLC · South Portland, ME
EDWARD JONES · South Portland, ME
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SOUTH PORTLAND, ME
RICHARD BROTHERS, FINANCIAL ADVISORS · SOUTH PORTLAND, ME
SAVANT WEALTH MANAGEMENT · South Portland, ME
COMMONWEALTH FINANCIAL NETWORK · South Portland, ME
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · PORTLAND, ME

More in S Portland, ME

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