Randy Reed, financial advisor Akron OH
89 score

Randy Reed

CRD Number: 3005179
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Randy Reed (CRD# 3005179) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Akron, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron, OH Jul 2014 - Current 2
Unemployed Clinton, OH May 2014 - Jun 2014 < 1
Lpl Financial Charlotte, NC Nov 2013 - Apr 2014 < 1
Firstmerit Bank Akron, OH Jul 2005 - Apr 2014 8
Firstmerit Bank Akron, OH Jun 1998 - Apr 2014 15
Firstmerit Advisors, Inc. Akron, OH Jan 2010 - Nov 2013 3
Firstmerit Financial Services, Inc. Akron, OH Jan 2010 - Nov 2013 3
Invest Financial Corp Akron, OH Jul 2005 - Jan 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Randy L. Reed
Phone Number: 800-637-7455
Registered State(s):
  • OH
  • TX
  • PA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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