Aaron Reed (CRD# 2189934) is an Investment Advisor Representative working at Wcm Investment Management in Cincinnati, OH and has over 32 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Imst Distributors, LLC | Cincinnati, OH | Jan 2021 - Current | 3 |
| Wcm Investment Management | Cincinnati, OH | Sep 2020 - Current | 3 |
| Ceros Financial Services, Inc. | Rockville, MD | Jun 2020 - Nov 2020 | < 1 |
| Litespeed Management | Cincinnati, OH | Jan 2019 - May 2020 | 1 |
| Kayne Anderson Rudnick Investment Management LLC | Mason, OH | May 2007 - Dec 2018 | 11 |
| Vp Distributors Inc. | Mason, OH | Feb 2009 - Oct 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- OH
-
Total Assets Under Management66,610MILLIONS
-
Total Number of Accounts5,954ACCOUNTS
-
Average Account Value$11,187,497
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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
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