Financial Advisor
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Linda Aretha
Reeves

I'm Linda Aretha Reeves empowering your financial journey through tailored expertise and proven solutions for lasting success.

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My Service:
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Investment Advisory

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Retirement Planning

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Tax Optimization

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Portfolio Management

Financial Advisor
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3.5K+

Happy Clients

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Recommending

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About Me

Expert Financial Advisor

Linda Aretha Reeves is a seasoned financial advisor with 27 years of industry expertise, helping clients across America and beyond build exceptional, growth-driven portfolios. With a track record spanning two reputable firms and over four financial broker certifications, she brings both experience and precision to every financial journey. Linda is passionate about empowering more individuals to see their portfolios thrive with clarity and confidence.

Investment Planning
95%
Retirement Planning
85%
Tax Optimization
90%
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656.5M+

Profits
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Trusted Clients

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Some Stats

Proven Financial Expertise

With a deep understanding of financial markets and regulations, I provide tailored solutions to help you navigate complex financial landscapes.

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27

Years of Experience
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2

Firms
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56 States Licenses

4 FINRA Registrations
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My Work Experience

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Advice And Planning
Services (CRD# 20472)

2007 - 2019

12yrs
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TIAA-Cref Individual &
Institute... (CRD# 20472)

1997 - 2019

22yrs

Broker Qualifications

I have passed 3 principal/supervisory exams, 3 general industry/product exams, and 2 state securities law exams.

Exam Category Date
Principal/Supervisory Exams
General Securities Sales Supervisor - Options Module ExaminationSeries 904/16/2021
General Securities Sales Supervisor - General Module ExaminationSeries 1003/04/2021
General Securities Principal ExaminationSeries 2407/15/2005
General Industry/Product Exams
Securities Industry Essentials ExaminationSIE10/01/2018
General Securities Representative ExaminationSeries 704/08/2005
Investment Company Products/Variable Contracts Representative ExaminationSeries 607/14/1997
State Securities Law Exams
Uniform Investment Adviser Law ExaminationSeries 6506/28/2007
Uniform Securities Agent State Law ExaminationSeries 6309/12/1997

What my clients say

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Let’s Discuss Your Financial Goals

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620 S TRYON ST CHARLOTTE, NC 28255

Frequently Asked Questions (FAQ)

A financial advisor helps you plan your financial future by offering guidance on investments, retirement planning, tax strategies, and more, tailored to your goals.

Costs vary depending on the advisor. Some charge a flat fee, others a percentage of assets (typically 0.5%-2% annually), or an hourly rate.

If you’re unsure about managing investments, planning for retirement, or navigating taxes, a financial advisor can provide clarity and help you achieve your goals.

It depends on your needs, but most clients meet quarterly or biannually to review progress, adjust strategies, and address new financial goals.

Yes, a financial advisor can create a debt management plan, prioritize repayments, and suggest strategies to reduce interest costs while improving cash flow.

Look for credentials (e.g., CFP or CFA), experience, transparency in fees, a fiduciary duty to act in your best interest, and a communication style that suits you.

Schedule an initial consultation to discuss your goals, review your finances, and see if the advisor’s approach aligns with your needs. Then, agree on a plan to move forward.