Reed CarterCRD Number: 6643462
Current Firm: Ubs Financial Services Inc.
Reed Carter (CRD# 6643462) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 3 years of experience in the finance industry.
Prudential Financial Planning Services
Renaissance Investment Management
Journey Advisory Group, LLC
|Ubs Financial Services Inc.||Cincinnati, OH||Jan 2018 - Current||3|
|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|
|Cincinnati Hills Christian Academy||Cincinnati, OH||Jan 2008 - May 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2018|
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- 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)
- 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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