Austin Reid, financial advisor Coppell TX
96 score

Austin Reid

CRD Number: 5602191
Current Firm: Cfo4life, LP

Austin Reid (CRD# 5602191) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ausdal Financial Partners Davenport, IA Sep 2012 - Current 5
Cfo4life Coppell, TX Jul 2009 - Current 8
Lpl Financial Coppell, TX Oct 2009 - Sep 2012 2
Naman, Howell, Smith, & Lee Austin, TX Aug 2009 - Sep 2009 < 1
The Investment Center, Inc. Reston, VA Jan 2009 - Jun 2009 < 1
Wealth And Income Group LLC Reston, VA Aug 2008 - Jun 2009 < 1
Wells Fargo Austin, TX Jul 2008 - Aug 2008 < 1
Baylor University Waco, TX Aug 2004 - Jul 2008 3
Baylor University Waco, TX May 2008 - Jun 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2010
Contact Info for Austin C. Reid
Phone Number: 214-637-9500
Registered State(s):
  • GA
  • TN
  • TX
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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