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Gay Reeves, RICP®

Gay reeves, ricp®

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location of Gay Reeves, RICP®San Marcos, California, United States
Phone number of Gay Reeves, RICP®+91 xxxx xxxxx
Followers of Gay Reeves, RICP®457 followers

  • Timeline

    Dec 2015 - now

    Financial Advisor

    LPL Financial
    1746 Sorrel Court, Carlsbad CA 92011
    Current Company
    May 2023 - now

    Wealth Advisor at High Bluff Private Wealth

    High Bluff Private Wealth

  • About me

    High Bluff Private Wealth

  • Education

    • University of puget sound

      -

  • Experience

    • Lpl financial

      Dec 2015 - now

      Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC refer to Contact Info section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am registered to do business, please visit www.overlandshanahan.com.

      • Financial Advisor

        Sept 2003 - now

      • Wealth Manager at Overland & Shanahan Wealth Advisors, Inc.

        Dec 2015 - May 2023

    • High bluff private wealth

      May 2023 - now
      Wealth advisor at high bluff private wealth

  • Licenses & Certifications

    • Ricp, retirement income certified professional®

      The american college.

    • Series 63 uniform securities agent state lay examination

      Finra
      Aug 1990

    • Series 65 uniform investment advisor law examination

      Finra
      Oct 2000

    • Series 24 general securities principal exam

      Finra
      Feb 2010