Reed Carter (CRD# 6643462) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 5 years of experience in the finance industry.
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Cincinnati, OH | Jan 2018 - Current | 6 |
| University Of Kentucky | Lexington, KY | Aug 2013 - Dec 2017 | 4 |
| Ubs | Cincinnati, OH | May 2017 - Aug 2017 | < 1 |
| Ubs | Cincinnati, OH | May 2016 - Aug 2016 | < 1 |
| Sherwin Williams | Lexington, KY | Oct 2014 - Feb 2015 | < 1 |
| Mercedes Benz Of Cincinnati | Cincinnati, OH | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- KY
- OH
- TX
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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