Joshua Reed, financial advisor Austin TX

Joshua Reed

CRD Number: 6682274
Current Firm: Honest Wealth

Joshua Reed (CRD# 6682274) is an Investment Advisor Representative working at Honest Wealth in Austin, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Honest Wealth Austin, TX May 2020 - Current < 1
Rethink Wealth Austin, TX Feb 2020 - May 2020 < 1
Ark Financial Advisors, LLC Austin, TX Nov 2019 - Feb 2020 < 1
Ark Financial Austin, TX Jul 2019 - Feb 2020 < 1
Pnc Bank Pittsburgh, PA Jul 2018 - Jul 2019 1
The University Of Texas Austin, TX Aug 2014 - May 2018 3
Northwestern Mutual Investment Services LLC Austin, TX Jul 2017 - Dec 2017 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2016 - Dec 2017 1
Wunderman Austin, TX Aug 2014 - Jul 2016 1
Student Austin, TX Aug 2001 - Jul 2014 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joshua H. Reed
Phone Number: 5122229443
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

TX

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