Patrick Reid, financial advisor Alpharetta GA
96 score

Patrick Reid

CRD Number: 5488669
Current Firm: Wells Fargo Advisors, LLC

Patrick Reid (CRD# 5488669) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Alpharetta, GA and has over 8 years of experience in the finance industry. Patrick Reid has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors, LLC Alpharetta, GA Nov 2012 - Current 4
Unemployed Atlanta, GA Jul 2012 - Nov 2012 < 1
Ronald Blue & Company Atlanta, GA Oct 2009 - Jul 2012 2
Westwood College Atlanta, GA Oct 2009 - Aug 2010 < 1
Unemployed Atlanta, GA Aug 2008 - Oct 2009 1
Ameriprise Financial Services Inc. Atlanta, GA Feb 2008 - Aug 2008 < 1
Unemployed Atlanta, GA Nov 2007 - Feb 2008 < 1
Habasit Belting, LLC Suwanee, GA Jul 2007 - Nov 2007 < 1
Unemployed Atlanta, GA May 2007 - Jul 2007 < 1
Control Southern Suwanee, GA Jun 2006 - May 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination Mar 2011
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Patrick E. Reid
Phone Number: 314-875-3000
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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 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, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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