Barbara ReedCRD Number: 5615575
Current Firm: Royal Alliance Associates, Inc.
Barbara Reed (CRD# 5615575) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Chatham, MA and has over 7 years of experience in the finance industry.
Beacon Financial Planning Of Cape Cod
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Pearson Financial Services
|Royal Alliance Assoicates, Inc.||East Harwich, MA||Feb 2010 - Current||8|
|Reed Financial Group||East Harwich, MA||Aug 2009 - Current||8|
|Aline Architecture, Inc.||Orleans, MA||Jul 2001 - Jul 2009||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2010|
Total Assets Under Management5,420MILLIONS
Total Number of Accounts22,069ACCOUNTS
Average Account Value$245,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY